CLEAR WAVE WEALTH MANAGEMENT, LLC
SEC RegisteredINDEPENDENT DEDICATION TO PROTECTING AND GROWING YOUR WEALTH.
About the firm
Clear Wave Wealth Management is a full-service private wealth management firm built on independence and a client-first philosophy. Their experience, transparency, and concierge-level service foster lasting relationships and enable them to deliver exceptional results that enhance clients' financial well-being.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
The firm offers personalized financial planning, investment portfolio construction and management, retirement planning using Monte Carlo simulations, estate and legacy planning, income tax planning, and comprehensive insurance reviews.
Who they serve
Clients seeking retirement planning, wealth preservation, or growth-oriented investments, including individuals with unique financial goals, risk tolerances, and legacy planning needs.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 29 | $12M |
| High Net Worth Individuals | 113 | $605M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 0 | — |
| Charitable Organizations | 0 | — |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
0 total clients reported on Form ADV.
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of January 22, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CLEAR WAVE WEALTH MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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