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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 Aug 17, 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 |
|---|---|---|---|
| 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.