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CLEARWAVE CAPITAL

UPLAND, CA · CRD 337738 · IAPD ↗ · clearwavecap.com · 909-949-9446

$359.2MRegulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

98
December 2025 — CLEARWAVE CAPITAL (UPLAND, CA) is newly SEC-registered with $375.5M RAUM and 3 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.