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CLEAR CREEK FINANCIAL MANAGEMENT, LLC

SILVERDALE, WA · CRD 170602 · IAPD ↗ · (360) 308-8239

$1.86BRegulatory AUM
48Advisory reps
91Employees
10Clients
1-10Planning clients
0Private funds
32States
4Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — CLEAR CREEK FINANCIAL MANAGEMENT, LLC notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2026 — CLEAR CREEK FINANCIAL MANAGEMENT, LLC reported RAUM up 26% ($1.47B -> $1.86B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
March 2025 — CLEAR CREEK FINANCIAL MANAGEMENT, LLC notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
March 2025 — CLEAR CREEK FINANCIAL MANAGEMENT, LLC added office(s): 24 -> 30 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
81
March 2025 — CLEAR CREEK FINANCIAL MANAGEMENT, LLC grew from 35 to 46 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
April 2024 — CLEAR CREEK FINANCIAL MANAGEMENT, LLC notice-filed in AR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — CLEAR CREEK FINANCIAL MANAGEMENT, LLC added office(s): 20 -> 24 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2024 — CLEAR CREEK FINANCIAL MANAGEMENT, LLC crossed $1B in regulatory AUM ($901.2M -> $1.18B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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