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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- GlacierHorizon north +more
- Established Date
- 09-20-2022
- Office Locations
- 1
Office Locations
About Clear Springs Wealth
Clear Springs Wealth is a fee-only fiduciary RIA focused on helping single/independent women build wealth through comprehensive financial planning and goal-based investing. The firm advises on retirement and tax strategy (including Social Security/Medicare planning), risk and insurance reviews, estate and education planning, employee benefits analysis, charitable planning, and cash-flow/debt coaching. Led by Lisa Mae Clements; custody via Schwab and Fidelity/NFS.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Lisa Mae Clements
Chief Compliance Officer, Owner, President
- CRD
- #6935534
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,154,900 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,154,900 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,154,900
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,266,199,778 | 25.9% |
| Equity - OTC | $1,769,746,408 | 36.2% |
| Public Funds | $821,318,775 | 16.8% |
| Corporate - Investment Grade | $1,031,537,271 | 21.1% |
| Total | $4,888,802,232 | 100.0% |