AdvisorCensus / Financial advisors / Colorado / Denver / Clear Creek Advisors
Clear Creek Advisors
Filed as CLEAR CREEK ADVISORS · Legal name Clear Creek Wealth Management, LLC
Clear Creek Advisors is an SEC-registered investment advisory firm in Denver, CO, registered since 2018, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated April 7, 2026.
Quick answers
From the filingHow is Clear Creek Advisors compensated?
On its Form ADV (Item 5.E, October 2026), Clear Creek Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
What does Clear Creek Advisors' brochure say about its fees?
Its Form ADV Part 2A brochure dated April 7, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Clear Creek Advisors located?
Clear Creek Advisors' principal office is in Denver, CO, according to its Form ADV.
Is Clear Creek Advisors registered with the SEC or a state?
Clear Creek Advisors is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 288335.
How much does Clear Creek Advisors manage?
Clear Creek Advisors reports $722,477,179 in regulatory assets under management in its Form ADV filing dated April 7, 2026 (95% discretionary).
How have Clear Creek Advisors' assets and staff changed since 2021?
In the Form ADV data for Clear Creek Advisors: Regulatory assets under management: $211,419,638 in the October 2021 data and $722,477,179 in the October 2026 data, up 242%. Total employees: 5 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Clear Creek Advisors serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (384); high net worth individuals (99).
Which custodians does Clear Creek Advisors use?
Clear Creek Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Clear Creek Advisors report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/288335
Does Clear Creek Advisors state an account minimum?
Its Form ADV Part 2A brochure dated April 7, 2026 says: "CCA does not have any minimum requirements for opening or maintaining an account."
What changed in Clear Creek Advisors' recent Form ADV filings?
In the March 2026 filing data: Employees performing advisory functions went from 8 to 9. Regulatory assets under management went from $548,287,505 to $722,477,179 (+32%). Registered or notice-filed in FL, TN.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: up to 1.5% of assets a year (the maximum the brochure states)
The brochure's wording
The range of the annual management fee is up to 1.50%.
These fees may be negotiated at the discretion of the advisor based on , but not limited to, anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be managed, related accounts, account composition, negotiations with client, etc.
Account minimum: None
The brochure's wording
CCA does not have any minimum requirements for opening or maintaining an account.
As stated in the firm's Form ADV Part 2A brochure dated April 7, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$722,477,179 as of October 2026, filing dated April 7, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- Clear Creek Wealth Management, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2018 (7 years)
- Employees
- Total: 9. Performing investment advisory functions: 9.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
4 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $722,477,179 | 9 | April 7, 2026 |
| October 2025 | $548,287,505 | 11 | March 27, 2025 |
| October 2024 | $376,275,827 | 8 | September 20, 2024 |
| October 2023 | $294,150,102 | 8 | May 30, 2023 |
| October 2022 | $288,494,617 | 7 | March 10, 2022 |
| October 2021 | $211,419,638 | 5 | February 12, 2021 |
Regulatory assets under management: $211,419,638 in the October 2021 data and $722,477,179 in the October 2026 data, up 242%.
Total employees: 5 in October 2021 and 9 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- March 2026
- Employees performing advisory functions went from 8 to 9.
- Regulatory assets under management went from $548,287,505 to $722,477,179 (+32%).
- Registered or notice-filed in FL, TN.
- December 2025
- Employees performing advisory functions went from 7 to 8.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Clear Creek Advisors (CRD 288335): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/clear-creek-advisors-denver-co-288335