Clearwave Capital is an SEC registered investment adviser organized as a limited liability company with a primary office location in Upland, CA. Its latest Form ADV filing, dated March 5, 2026, reports $359M in regulatory assets under management, 3 employees, and 758 accounts.
Assets Under Management
$359M
Employees
3
Offices
--
Total Clients
314
Primary office
UPLAND, CA
1425 WEST FOOTHILL BLVD, SUITE 120, UPLAND, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 74.2% of total clients.
Top client categories% of clientsClients
1
Individuals
74.2%
233
2
HNWI
22.9%
72
3
Corporations
2.9%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$359Mas of March 5, 2026
Discretionary91.1%
$327M
91% of total RAUM91.1%
Non-discretionary8.9%
$32M
9% of total RAUM8.9%
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$359M
Total Accounts758
10Y AUM Change+$359M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee105:1
10Y Employee Change0 (0.0%)
* 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.