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CLEAR CREEK FINANCIAL MANAGEMENT, LLC
CRD 170602File 801-111778
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.86B
Top 25% of cohort (national)
Discretionary AUM
$1.85B
Non-discretionary $4.9M
Clients
4,003
9,428 accounts
Employees
91
Top 25% of cohort in WA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Sep 29, 2017
- Principal office
- 9361 BAYSHORE DRIVE NW, SILVERDALE, WA, 98383
- Phone
- (360) 308-8239
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.86B
- Discretionary AUM
- $1.85B
- Non-discretionary AUM
- $4.9M
- Discretionary accounts
- 9,418
- Non-discretionary accounts
- 10
- Total accounts
- 9,428
- AUM per client
- $464K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 39 | $23.2M |
| High net worth individuals | 481 | $960.9M |
| Pension and profit sharing plans | Fewer than 5 | $31.0M |
| Individuals (other than high net worth individuals) | 3,483 | $844.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.