CLEARWATER ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$4,650,566,101
Discretionary
$3,923,197,241
Non-discretionary
$727,368,860
Firm details
- CRD number
- 116865
- SEC file number
- 801-60686
- Main office
- BOISE, ID, United States
- Employees
- 9
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.