Clearwell Group
Clearwell Group is an SEC-registered wealth manager in Tampa, FL with $413.5M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Clearwell Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 306186, SEC 801-130085, data through 2026-04-01.
- AUM (assets under management / regulatory AUM)
- $413.5M (2026-04-01)
- Firm type
- Wealth Manager
- Location
- Tampa, FL
- Employees
- 9
- Clients
- 60
- CRD
- 306186
- Ownership
- FREE, DOUGLAS, JAMES; CAPOZZO, DANIEL; Cortner, Ryan, Drew
How much AUM does Clearwell Group have?
Clearwell Group reported $413.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-01).
Who owns Clearwell Group?
Disclosed owners and executives of Clearwell Group include FREE, DOUGLAS, JAMES, CAPOZZO, DANIEL, Cortner, Ryan, Drew. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.