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Clear Creek Wealth Management, LLC

● SEC registered since 2018CRD 288335SEC# 801-114379Denver, CO
Export (members)
Reg. AUM
$548.3M
Employees
11
Accounts
2,035
Location
Denver, CO

Clear Creek Wealth Management, LLC assets under management

Clear Creek Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Denver, CO. The firm has been registered since 2018. It reports $548.3 million in regulatory assets under management and employs 11 people.

Clear Creek Wealth Management, LLC owners & executives

6 reported
NameTitleOwnershipSince
Amy Dianne Bratsch ControlChief Compliance OfficerUnder 5%2017
Clear Creek Advisors, LLC ControlSole MemberOver 75%2017
Erik Lawrence Krom ControlManaging Member/Chief Executive OfficerUnder 5%2017
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Frequently asked questions

How much does Clear Creek Wealth Management, LLC manage?

Clear Creek Wealth Management, LLC reports $548.3 million in regulatory assets under management on its Form ADV.

How many employees does Clear Creek Wealth Management, LLC have?

Clear Creek Wealth Management, LLC reports 11 employees.

Where is Clear Creek Wealth Management, LLC located?

Clear Creek Wealth Management, LLC is based in Denver, CO and has been SEC-registered since 2018.

Does Clear Creek Wealth Management, LLC disclose fund performance?

Clear Creek Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7900 E Union Ave, Suite 150, Denver, CO 80237
Phone(720) 642-8348
Fax(720) 834-0441
Office hoursMonday-Thursday 9a.m.-5p.m.; Friday 9a.m.-3p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$523.2M
Non-discretionary$25.1M
Total (RAUM)$548.3M