Hedge Fund Database

CLEAR CREEK FINANCIAL MANAGEMENT, LLC

Adviser information for CLEAR CREEK FINANCIAL MANAGEMENT, LLC last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Washington, United States

Employees

Total Number of Employees 35
Investment Advisory/Research 35
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 35
Licensed Agents of an Insurance Company 23
No. of Firms/People that Solicit Clients 2

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 7,894 $1.2B
Non-Discretionary 7 $3.7M
Total 7,901 $1.2B

Clients

Type Number RAUM
Individuals 7,485 $496.9M
HNW Individuals 414 $661.8M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations <5 $23.1M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses <5 $845,940
Other 0 $0
Type Number
No. of Non-RAUM Clients 15
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 11-25

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)Publication of periodicals or newslettersEducational seminars/workshops
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-111778
SEC ERA File Number 801-111778
SEC CIK Numbers 170602
SEC CRD Numbers 170602
Legal Entity Identifier None

Principal Office

9361 BAYSHORE DRIVE NW
SILVERDALE
WA
United States
Monday - Friday, 9:00AM - 5:00PM
Tel: (360) 308-8239, Fax: None

Websites

www.facebook.com/treasurevalleyplanning/ www.renaissance-financial.com www.facebook.com/coloradofinancialplanners/?_tn_ twitter.com/kyrradio?lang=en www.hfaboise.com/ sfgadvising.com/ www.jackthomasfinancial.com/ www.wileyinvest.com www.magellan-wealth.com/ www.striveplanning.com www.facebook.com/clearcreekfm www.linkedin.com/company/clear-creek-financial-management www.heliosdriven.com www.whitecloudwm.com www.transitionplanninginc.com/ www.copperfm.com twitter.com/clearcreekfm clearcreekfm.com www.linkedin.com/company/traverse-planning/ www.investmentcapital360.com www.facebook.com/magellanretirement/ www.facebook.com/copperfm/ www.treasurevalleyplanning.com www.traverseplanning.com www.facebook.com/striveplanning/ twitter.com/striveplanning www.ascentwealthstrategies.com www.linkedin.com/company/ascent-wealth-strategies www.linkedin.com/in/joe-gates-1a749310

Chief Compliance Officer

JOSEPH GATES
PRINCIPAL
202 N. 9TH STREET
SUITE 302
BOISE
ID
United States
Tel: (360) 308-8239
(Full email address available in API data)

Regulatory Contact

BRIAN DEELY
MANAGING MEMBER
202 N. 9TH STREET
SUITE 302
BOISE
ID
United States
Tel: 360-308-8239
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
WARREN, BENJAMIN, JAMES Individual – MANAGING MEMBER 04/2014 25-50%
DEELY, BRIAN, SUMNER Individual – MANAGING MEMBER 04/2014 25-50%
GATES, JOSEPH, JOHN Individual – MANAGING MEMBER & CHIEF COMPLIANCE OFFICER 04/2014 10-25%

No. Employees, Historic

40200201920202021202220232024202517 on 4/12/201917 on 4/25/201917 on 5/13/201917 on 5/22/201917 on 7/23/201917 on 7/31/201917 on 8/2/201917 on 8/15/201917 on 9/4/201917 on 9/20/201917 on 9/27/201917 on 10/11/201924 on 3/10/202024 on 3/10/202024 on 3/13/202024 on 3/13/202024 on 5/6/202024 on 10/7/202024 on 11/3/202024 on 12/23/202024 on 2/10/202133 on 3/8/202133 on 3/19/202133 on 3/29/202133 on 5/25/202133 on 6/3/202133 on 6/21/202136 on 3/21/202236 on 11/28/202237 on 3/16/202337 on 4/18/202337 on 4/24/202337 on 9/8/202337 on 12/14/202335 on 3/27/2024

RAUM, Historic

2B1B02019202020212022202320242025257414816 on 4/12/2019257414816 on 4/25/2019257414816 on 5/13/2019257414816 on 5/22/2019257414816 on 7/23/2019257414816 on 7/31/2019257414816 on 8/2/2019257414816 on 8/15/2019257414816 on 9/4/2019257414816 on 9/20/2019257414816 on 9/27/2019257414816 on 10/11/2019581502000 on 3/10/2020581502000 on 3/10/2020581502000 on 3/13/2020581502000 on 3/13/2020581502000 on 5/6/2020581502000 on 10/7/2020581502000 on 11/3/2020581502000 on 12/23/2020581502000 on 2/10/2021858884562 on 3/8/2021858884562 on 3/19/2021858884562 on 3/29/2021858884562 on 5/25/2021858884562 on 6/3/2021858884562 on 6/21/20211097428090 on 3/21/20221097428090 on 11/28/2022901224063 on 3/16/2023901224063 on 4/18/2023901224063 on 4/24/2023901224063 on 9/8/2023901224063 on 12/14/20231182570272 on 3/27/2024

No. Clients, Historic

8,0004,000020192020202120222023202420251738 on 4/12/20191738 on 4/25/20191738 on 5/13/20191738 on 5/22/20191738 on 7/23/20191738 on 7/31/20191738 on 8/2/20191738 on 8/15/20191738 on 9/4/20191738 on 9/20/20191738 on 9/27/20191738 on 10/11/20192693 on 3/10/20202693 on 3/10/20202693 on 3/13/20202693 on 3/13/20202693 on 5/6/20202693 on 10/7/20202693 on 11/3/20202693 on 12/23/20202693 on 2/10/20212507 on 3/8/20212507 on 3/19/20212507 on 3/29/20212507 on 5/25/20212507 on 6/3/20212507 on 6/21/20212991 on 3/21/20222991 on 11/28/20223581 on 3/16/20233581 on 4/18/20233581 on 4/24/20233581 on 9/8/20233581 on 12/14/20237900 on 3/27/2024