| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin James Warren Control | Managing Member | 25-50% | 2014 |
| Brian Sumner Deely Control | Managing Member | 25-50% | 2014 |
| Jason Nicholas Kelley | Managing Member | Under 5% | 2024 |
Clear Creek Financial Management, LLC reports $1.5 billion in regulatory assets under management on its Form ADV.
Clear Creek Financial Management, LLC reports 46 employees.
Clear Creek Financial Management, LLC is based in Silverdale, WA and has been SEC-registered since 2017.
Clear Creek Financial Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 9361 Bayshore Drive NW, Silverdale, WA 98383 |
| Phone | (360) 308-8239 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 170602 |
| Discloses disciplinary history | Yes |
| Discretionary | $1.44B |
| Non-discretionary | $36.6M |
| Total (RAUM) | $1.47B |