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- Custodian
- Charles Schwab & Company · Merrill Lynch
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 03-01-2017
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between October 9, 2025 and April 7, 2026, reported AUM increased 31.8%, from $548.3M to $722.5M.
Across 5 reported observations, AUM increased 150.4% between March 10, 2022 and April 7, 2026, from $288.5M to $722.5M.
Of the latest reported AUM, 95.3% is discretionary and 4.7% is non-discretionary.
The firm reports 9 advisory representatives and 483 clients, or 53.7 clients per representative. That equates to $1.5M in reported AUM per client.
The profile lists 1 reported office location and 9 years in operation. The source data was last updated on April 7, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Clear Creek Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Amy Dianne Bratsch
Advisor, Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
ERIK LAWRENCE KROM
Chief Executive Officer, Managing Member
- CRD
- #5998349
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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William Gatling Brossman
WEALTH ADVISOR
- CRD
- #7096826
Niall Durst
ANALYST
- CRD
- #7959787
Showing 2 of 10 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Clear Creek Advisors has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.