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CLEAR CREEK FINANCIAL MANAGEMENT, LLC
CRD 170602File 801-111778
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Sep 21, 2026
Feed vintage Oct 1, 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
- Website
- HTTP://CLEARCREEKFM.COM
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 46 | 91 | increased by45 |
| Apr 1, 2026 | Clients | 3,783 | 4,003 | increased by220 |
| Apr 1, 2026 | AUM | $1,474,429,922 | $1,859,317,368 | increased by$384,887,446 |
| Apr 1, 2026 | Accounts | 8,596 | 9,428 | increased by832 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 36 | 46 | increased by10 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2,991 | 3,783 | increased by792 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,097,428,090 | $1,474,429,922 | increased by$377,001,832 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 6,533 | 8,596 | increased by2,063 |
| Apr 1, 2022 | Employees | 33 | 36 | increased by3 |
| Apr 1, 2022 | Clients | 2,507 | 2,991 | increased by484 |
| Apr 1, 2022 | AUM | $858,884,562 | $1,097,428,090 | increased by$238,543,528 |
| Apr 1, 2022 | Accounts | 5,291 | 6,533 | increased by1,242 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CLEAR CREEK” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CLEAR CREEK” may also match similarly-named firms). Confirm identity against each filing.
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.