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CLERA

BAKERSFIELD, CA · CRD 338073 · IAPD ↗ · askclera.com · +1 (661) 889-7456

$0Regulatory AUM
2Advisory reps
2Employees
2Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
June 2026 — CLERA moved its main office from COSTA MESA, CA to BAKERSFIELD, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
95
January 2026 — CLERA (COSTA MESA, CA) is newly SEC-registered with $0 RAUM and 2 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.