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Clear Creek Advisors

Clear Creek Advisors. CRD 288335

Clear Creek Advisors logo

CRD: 288335

Clear Creek Advisors

Denver, CO, 80237
7206428348
www.ccaretirement.com
$722.5M Total AUM
$688.5M Disc. AUM
-- 3Y CAGR
9 Employees
483 ADV. Clients
9 yrs Firm Age

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Firm Details

Custodian
Bank OF America · Charles Schwab & Company · Merrill Lynch
Clients
Retail
Platforms
Foundation vitalPioneer
Established Date
03-01-2017
Office Locations
1

Office Locations

7900 E Union AVE Suite 150 Denver CO

About Clear Creek Advisors

Clear Creek Advisors is an independent Denver-based wealth management and retirement planning firm serving families, individuals, and local businesses. The team follows an evidence-based investing philosophy and a comprehensive planning process spanning investment, retirement income, tax, legacy, and risk management, including its proprietary Clear Planning Process (Wealth CheckPoints and the Quadrant Plan). Builds Schwab-custodied portfolios using ETFs and mutual funds; featured on Newsweek’s 2025 Top Financial Advisory Firms list.

Team overview

41 AVG AGE
$80.3M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
4.6 yrs AVG TENURE
9 Employees
9 Advisory Reps
9 RIA Reps
9yrs Firm Age

Insights

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Asset Classes

Alpha Oak North summit Eagle summit

Custodian

Unison Radial Summit crest

Investment Themes

Horizon Zenith Pathway Value insight Unison eagle Pioneer

Investment Vehicles

Pioneer Pioneer

Platform

Oak bridge

Services

Unison prime Radial Pioneer oak Atlas Value Catalyst quantum Matrix unison Beacon quantum Glacier beacon

Technology

Oak Zenith

Owner & Executives

Amy Dianne Bratsch

Amy Dianne Bratsch

Advisor, Chief Compliance Officer

CRD
--
Ownership
Less than 5%
(539) 579-3045
catalyst.oak@signalcapital.com
in linkedin.com/in/insight-atlas
ERIK LAWRENCE KROM

ERIK LAWRENCE KROM

Chief Executive Officer, Managing Member

CRD
#5998349
Ownership
Less than 5%
(688) 594-8943
vertex.unison@capitalcapital.com
in linkedin.com/in/catalyst-harbor

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Contacts

William Gatling Brossman

William Gatling Brossman

--

CRD
#7096826
(706) 375-6070
eagle.glacier@legacycapital.com
in linkedin.com/in/bridge-oak
N

Niall Durst

--

CRD
#7959787
(815) 399-5974
foundation.unison@embercapital.com
in linkedin.com/in/unison-vital
W

Wave harbor

Meridian pathway pathway

CRD
#24234
(819) 597-4976
radial.quantum@eaglecapital.com
in linkedin.com/in/matrix-delta

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-10-2022
05-30-2023
10-22-2024
10-09-2025
04-07-2026
Category Assets AVG. Account size
Discretionary $688,481,009 $311,248
Non-Discretionary $33,996,170 $180,831
Total $722,477,179 $301,032

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Separately Managed Accounts

Total SMA Asset: $722,477,179

$722.5M Total SMA
Public Funds:
16.0%
Equity - Exchange:
14.4%
Cash:
16.7%
Corporate - Investment Grade:
5.8%
Municipal Bonds:
20.7%
Private Funds:
9.8%
U.S. Government/Agency:
16.6%
Asset class Assets Assets %
Public Funds $707,489,474 16.0%
Equity - Exchange $636,740,527 14.4%
Cash $738,442,139 16.7%
Corporate - Investment Grade $256,464,934 5.8%
Municipal Bonds $915,314,507 20.7%
Private Funds $433,337,303 9.8%
U.S. Government/Agency $734,020,330 16.6%
Total $4,421,809,214 100.0%

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