C
CRD: 337831
Clearwater Wealth Management
Midlothian, TX
9727752710
$7.7M Total AUM
$7.7M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-01-2025
- Office Locations
- 1
Office Locations
-- Midlothian TX
About Clearwater Wealth Management
Clearwater Wealth Management is a Midlothian-based RIA. The firm has been operating for 0 years. Managing $7.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Financial Planning.
Team overview
-- AVG AGE
$7.7M AVG AUM / ADVISOR
$963.7K AVG AUM / CLIENT
0.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Prime frontier
Client Personas
Timber ember
Investment Themes
Crest Zenith summit
Investment Vehicles
Focus frontier
Services
Oak crest Vertex Bridge Matrix
Owner & Executives
DOUGLAS WILLIAM ROBERTS JR
Chief Compliance Officer, Managing Member
- CRD
- #5076783
- Ownership
- 75% or more
(207) 479-3344
bridge.unison@primecapital.com
in linkedin.com/in/value-value
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,709,572 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,709,572 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,709,572
Public Funds:
27.0% Equity - Exchange:
19.6% Cash:
21.5% Corporate - Investment Grade:
21.0% Municipal Bonds:
10.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $111,455,342 | 27.0% |
| Equity - Exchange | $80,908,322 | 19.6% |
| Cash | $88,751,476 | 21.5% |
| Corporate - Investment Grade | $86,687,488 | 21.0% |
| Municipal Bonds | $44,994,934 | 10.9% |
| Total | $412,797,562 | 100.0% |