Clearwell Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tampa, FL. Its latest Form ADV filing, dated April 1, 2026, reports $414M in regulatory assets under management, 9 employees, and 57 accounts.
Top client segmentHNWI represent 48.3% of total clients.
Top client categories% of clientsClients
1
HNWI
48.3%
29
2
Pooled Investment Vehicles
38.3%
23
3
Individuals
13.3%
8
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$414Mas of April 1, 2026
Discretionary100.0%
$413M
100% of total RAUM100.0%
Non-discretionary0.0%
$127K
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$414M
Total Accounts57
10Y AUM Change+$51M (+14.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee7:1
10Y Employee Change+1 (+12.5%)
* 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.