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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-17-2017
- Office Locations
- 2
Office Locations
About Clear Wealth Management
Clear Wealth Management is an RIA based in Lynnwood, WA providing financial planning and portfolio management, including tax and estate planning and insurance coordination, for entrepreneurs and other individual clients. The firm emphasizes active management and asset allocation across equities, public funds, and fixed income, with some ETF use. Primary custody is via Fidelity/NFS, serving both retail and institutional channels.
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Owner & Executives
CHRISTOPHER SCOTT TEOFILAK
Chief Compliance Officer, FOUNDER, Managing Member
- CRD
- #5042836
- Ownership
- 50% but less than 75%
MATTHEW JAMES WILKINSON
INVESTMENT ADVISOR REPRESENTATIVE, Managing Member, Principal
- CRD
- #4669264
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $101,785,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $101,785,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $101,785,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $830,717,853 | 22.3% |
| Equity - Exchange | $473,099,405 | 12.7% |
| U.S. Government/Agency | $536,427,672 | 14.4% |
| Cash | $808,366,700 | 21.7% |
| Municipal Bonds | $1,076,580,534 | 28.9% |
| Total | $3,725,192,164 | 100.0% |