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Clearwave Capital, LLC

EST. AUM
$359,215,149

CONTACTS
3

CLIENT ACCOUNTS
758

Firm Details

Metro area Los Angeles
CRD Number 337738
Website clearwavecap.com
Client types

Overview

Clearwave Capital, LLC is a California-based registered investment adviser founded in 2025. The firm offers comprehensive portfolio management, asset management, financial planning, consulting, and retirement plan consulting services. Clearwave Capital serves individuals and other client types, tailoring investment strategies based on clients’ goals, risk tolerance, and time horizon. Portfolios may include equities, fixed income, ETFs, options, mutual funds, and other public and private securities. The firm also partners with third-party money managers for sub-advisory services and provides fiduciary oversight in line with ERISA standards for retirement plans.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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