Clear Creek Financial Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Silverdale, WA. Its latest Form ADV filing, dated March 26, 2026, reports $1.9B in regulatory assets under management, 91 employees, 25 offices, and 9,428 accounts.
Assets Under Management
$1.9B
Employees
91
Offices
25 offices
Total Clients
4,003
Primary office
SILVERDALE, WA
9361 BAYSHORE DRIVE NW, SILVERDALE, WA, United States
Top client segmentIndividuals represent 87.0% of total clients.
Top client categories% of clientsClients
1
Individuals
87.0%
3,483
2
HNWI
12.0%
481
3
Corporations
1.0%
39
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.9Bas of March 26, 2026
Discretionary99.7%
$1.9B
100% of total RAUM99.7%
Non-discretionary0.3%
$5M
0% of total RAUM0.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.9B
Total Accounts9,428
10Y AUM Change+$1.8B (+1734.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees91
Clients per Employee44:1
10Y Employee Change+83 (+1037.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.