Clear Retirement Advice LLC
Clear Retirement Advice LLC is an SEC-registered ria in San Mateo, CA with $153.4M assets under management (AUM, regulatory AUM), +42% over one year. See who owns Clear Retirement Advice LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 292667, SEC 801-132499, data through 2026-03-09.
- AUM (assets under management / regulatory AUM)
- $153.4M (2026-03-09)
- Firm type
- Ria
- Location
- San Mateo, CA
- Employees
- 1
- Clients
- 56
- CRD
- 292667
- Ownership
- SCHWARZ, JAMES, MARSHALL
How much AUM does Clear Retirement Advice LLC have?
Clear Retirement Advice LLC reported $153.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-09).
Who owns Clear Retirement Advice LLC?
Disclosed owners and executives of Clear Retirement Advice LLC include SCHWARZ, JAMES, MARSHALL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.