← Directory
CLEARWAVE CAPITAL
Legal name: CLEARWAVE CAPITAL, LLC
CRD 337738File 801-134103
APPROVED
Retail clients
Custody
Filing as of Mar 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$359.2M
Below cohort median (national)
Discretionary AUM
$327.3M
Non-discretionary $31.9M
Clients
314
758 accounts
Employees
3
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Aug 5, 2025
- Principal office
- 1425 WEST FOOTHILL BLVD, SUITE 120, UPLAND, CA, 91786
- Phone
- 909-949-9446
- Website
- HTTPS://WWW.CLEARWAVECAP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $359.2M
- Discretionary AUM
- $327.3M
- Non-discretionary AUM
- $31.9M
- Discretionary accounts
- 555
- Non-discretionary accounts
- 203
- Total accounts
- 758
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 9 | $57.1M |
| High net worth individuals | 72 | $233.3M |
| Individuals (other than high net worth individuals) | 233 | $68.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for pooled investment vehicles
- 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.