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Clear Retirement Advice LLC

● SEC registered since 2025CRD 292667SEC# 801-132499San Mateo, CA
Export (members)
Reg. AUM
$108.2M
Employees
1
Accounts
178
Location
San Mateo, CA

Clear Retirement Advice LLC assets under management

Clear Retirement Advice LLC is a registered investment adviser overseen by the SEC based in San Mateo, CA. The firm has been registered since 2025. It reports $108.2 million in regulatory assets under management and employs 1 people.
clearretirementadvice.comView on SEC.gov ↗

Clear Retirement Advice LLC owners & executives

1 reported
NameTitleOwnershipSince
James Marshall Schwarz ControlPresident & Chief Compliance OfficerOver 75%2017

Frequently asked questions

How much does Clear Retirement Advice LLC manage?

Clear Retirement Advice LLC reports $108.2 million in regulatory assets under management on its Form ADV.

How many employees does Clear Retirement Advice LLC have?

Clear Retirement Advice LLC reports 1 employees.

Where is Clear Retirement Advice LLC located?

Clear Retirement Advice LLC is based in San Mateo, CA and has been SEC-registered since 2025.

Does Clear Retirement Advice LLC disclose fund performance?

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

Contact & registration

Address1900 S Norfolk St,, Suite 350, San Mateo, CA 94403
Phone650-446-5440
Office hoursNot Applicable - Office Visits By Appointment Only
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$108.2M
Non-discretionary$0
Total (RAUM)$108.2M