Clearwell Group

$413.5MAssets under management
as of Apr 2026 · SEC Form ADV
Tampa, FL
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No one at Clearwell Group 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
Fidelity
Per Form ADV · $133M held · filed Mar 2024
J.P. Morgan
Per Form ADV · $47M held · filed Mar 2024