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CLEAR CREEK ADVISORS

DENVER, CO · CRD 288335 · IAPD ↗ · (720) 642-8348

$722.5MRegulatory AUM
9Advisory reps
9Employees
0Clients
1-10Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
March 2026 — CLEAR CREEK ADVISORS notice-filed in FL, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
March 2026 — CLEAR CREEK ADVISORS reported RAUM up 32% ($548.3M -> $722.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
April 2025 — CLEAR CREEK ADVISORS now reports custody of client assets ($72.6M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
April 2025 — CLEAR CREEK ADVISORS crossed $500M in regulatory AUM ($376.3M -> $548.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
April 2025 — CLEAR CREEK ADVISORS grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
63
March 2024 — CLEAR CREEK ADVISORS reported RAUM up 28% ($294.2M -> $376.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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