Clearwater Advisors, LLC

$4.65BAssets under management
as of May 2026 · SEC Form ADV
Boise, ID
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No one at Clearwater Advisors, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
U.S. Bank
Per Form ADV · $2.7B held · filed Mar 2024
BNY
Per Form ADV · $559M held · filed Mar 2024