SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Clear Creek Advisors
Denver, CO
Clear Creek Wealth Management, LLC, CRD 288335
Firm filing updated April 7, 2026 ·
- $722.5MAssets
- 483Clients
- 9Advisory staff
- 2,400Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals384
- High net worth individuals99
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 384 | $368.5 million |
| High net worth individuals | 99 | $354.0 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$722.5 million
- Accounts2,400
- Discretionary$688.5 million · 2,212 accounts
- Non-discretionary$34.0 million · 188 accounts
People
- Employees9
- Advisory staff9
- Broker-dealer reps0
- Licensed insurance agents6
- Planning clients1 to 10
Advisors
8 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Clear Creek Wealth Management, LLC SEC-registered investment advisor. CRD 288335, SEC file 801-114379.
- Registered with the SEC as an investment advisor (status date on record: December 3, 2018).
Is Clear Creek Advisors a fiduciary?
Short answer: Clear Creek Advisors is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
6 staff are licensed insurance agents, the firm is itself an insurance broker or agent and the firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.