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CLARE MARKET INVESTMENTS, LLC

DALLAS, TX · CRD 217515 · IAPD ↗ · 866.659.1019

$635.1MRegulatory AUM
4Advisory reps
4Employees
0Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
March 2025 — CLARE MARKET INVESTMENTS, LLC crossed $500M in regulatory AUM ($432.6M -> $556.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
65
April 2024 — CLARE MARKET INVESTMENTS, LLC reported RAUM up 36% ($317.1M -> $432.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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