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CLEARWATER CAPITAL PARTNERS

HOFFMAN ESTATES, IL · CRD 139886 · IAPD ↗ · 847-841-8650

$1.68BRegulatory AUM
15Advisory reps
23Employees
13Clients
More than 500Planning clients
0Private funds
31States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
June 2026 — CLEARWATER CAPITAL PARTNERS notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
December 2024 — CLEARWATER CAPITAL PARTNERS notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
June 2024 — CLEARWATER CAPITAL PARTNERS notice-filed in ID.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
February 2024 — CLEARWATER CAPITAL PARTNERS notice-filed in DC, MO.
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.