CLEARWAVE CAPITAL, LLC
DBA: CLEARWAVE CAPITAL
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $359.2M |
| Discretionary | $327.3M91% of AUM |
| Non-Discretionary | $31.9M |
| Client Accounts | 758 |
| Avg Account Size | $474K |
| Employees | 3 |
| Peak AUM | $375.5MNov 2025 |
AUM by Client Type
Total AUM
$359M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $359M | — | — | — | — |
| Discretionary AUM | $327M | — | — | ||
Key Metrics
| Total AUM | $359.2M |
| Discretionary | $327.3M |
| Employees | 3 |
| Client Accounts | 758 |
| Client Range | 0 |
Contact & Location
Address
1425 WEST FOOTHILL BLVD
UPLAND CA 91786
Phone
909-949-9446
Filing History
4 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed FeesCommissions
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Portfolio Mgmt (Institutional)Adviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$327M
91.1% of AUM
Non-Discretionary
$32M
8.9% of AUM
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Pension Consultant