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Clearwave Capital

Clearwave Capital. CRD 337738

C

CRD: 337738

Clearwave Capital

$359.2M Total AUM
$327.3M Disc. AUM
-- 3Y CAGR
3 Employees
314 ADV. Clients
0 yrs Firm Age

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Firm Details

Custodian
American Funds ยท Fidelity/NFS
Clients
Retail and Institutional
Platforms
Available
Established Date
08-05-2025
Office Locations
1

Office Locations

1425 West Foothill Blvd Suite 120 Upland CA

About Clearwave Capital

Clearwave Capital is a fiduciary RIA founded in 2025, continuing a 30-year advisory partnership led by Garrett Cunningham, Peter Voss, and Corey Cunningham. The firm provides comprehensive wealth management and proactive, holistic planning for small business owners, successful executives, and multi-generational families. Portfolios are built primarily with ETFs alongside fixed income, with client reporting via Addepar.

Team overview

-- AVG AGE
$119.7M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
0.9 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
0yrs Firm Age

Insights

Available
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Asset Classes

Available

Client Personas

Available

Custodian

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Technology

Available

Owner & Executives

G

GARRETT BRADFORD CUNNINGHAM

ADVISOR, Managing Partner

CRD
#1898087
Ownership
75% or more
Available
Available
Available
C

Corey Christopher Cunningham

Chief Compliance Officer, Managing Partner

CRD
#6171174
Ownership
25% but less than 50%
Available
Available
Available

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Contacts

PETER LEROY VOSS

PETER LEROY VOSS

Chief Executive Officer

CRD
#1176447
Available
Available
Available

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-12-2025
03-05-2026
Category Assets AVG. Account size
Discretionary $327,309,565 $589,747
Non-Discretionary $31,905,584 $157,170
Total $359,215,149 $473,899

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
Public Funds:
Available
Cash:
Available
U.S. Government/Agency:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
Public Funds Available Available
Cash Available Available
U.S. Government/Agency Available Available
Total Available Available

13F Holdings | Q2 2026

Issuer Class CUSIP Ticker % Value
Available Available Available Available Available Available
Available Available Available Available Available Available
Available Available Available Available Available Available
Available Available Available Available Available Available
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