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CLEAR CREEK ADVISORS
Legal name: CLEAR CREEK WEALTH MANAGEMENT, LLC
CRD 288335File 801-114379
APPROVED
Retail clients
Custody
Filing as of Apr 7, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$722.5M
Above cohort median (national)
Discretionary AUM
$688.5M
Non-discretionary $34.0M
Clients
483
2,400 accounts
Employees
9
Above cohort median in CO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Dec 3, 2018
- Principal office
- 7900 E UNION AVE, SUITE 150, DENVER, CO, 80237
- Phone
- (720) 642-8348
- Website
- HTTP://WWW.CCARETIREMENT.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $722.5M
- Discretionary AUM
- $688.5M
- Non-discretionary AUM
- $34.0M
- Discretionary accounts
- 2,212
- Non-discretionary accounts
- 188
- Total accounts
- 2,400
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 99 | $354.0M |
| Individuals (other than high net worth individuals) | 384 | $368.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- 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
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 12 | 9 | decreased by3 |
| Mar 1, 2026 | Clients | 433 | 483 | increased by50 |
| Mar 1, 2026 | AUM | $548,287,505 | $722,477,179 | increased by$174,189,674 |
| Mar 1, 2026 | Accounts | 2,035 | 2,400 | increased by365 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 11 | 12 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 11 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 414 | 433 | increased by19 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $288,494,617 | $548,287,505 | increased by$259,792,888 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,119 | 2,035 | increased by916 |
| Mar 1, 2022 | Employees | 5 | 7 | increased by2 |
| Mar 1, 2022 | Clients | 349 | 414 | increased by65 |
| Mar 1, 2022 | AUM | $211,419,638 | $288,494,617 | increased by$77,074,979 |
| Mar 1, 2022 | Accounts | 977 | 1,119 | increased by142 |
| 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.