← Tributary

CLEARWATER ADVISORS, LLC

BOISE, ID · CRD 116865 · IAPD ↗ · clearwateradvisors.com · 208-433-1222

$4.65BRegulatory AUM
5Advisory reps
9Employees
0Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2024 — CLEARWATER ADVISORS, LLC notice-filed in MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — CLEARWATER ADVISORS, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
March 2024 — CLEARWATER ADVISORS, LLC notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.