CLEARWELL ADVISORS, LLC
Doing business as CLEARWELL GROUP. SEC Form ADV profile.
Total regulatory AUM
$413,513,497
Discretionary
$413,386,660
Non-discretionary
$126,837
Firm details
- CRD number
- 306186
- SEC file number
- 801-130085
- Main office
- TAMPA, FL, United States
- Employees
- 9
- SEC status
- Approved
- Website
- https://clearwellgroup.com
- Fee structure
-
Percentage of AUM Fixed fees Performance-based
As of November 2026.