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CLEARWELL GROUP

TAMPA, FL · CRD 306186 · IAPD ↗ · clearwellgroup.com · (813) 435-5600

$413.5MRegulatory AUM
6Advisory reps
9Employees
4Clients
11-25Planning clients
23Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
May 2026 — CLEARWELL ADVISORS, LLC is now doing business as CLEARWELL GROUP.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
68
April 2025 — CLEARWELL ADVISORS, LLC now reports custody of client assets ($170.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
98
May 2024 — CLEARWELL ADVISORS, LLC (TAMPA, FL) is newly SEC-registered with $362.1M RAUM and 6 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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