# Clear Creek Advisors

> 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.

- CRD: 288335
- Filed as: CLEAR CREEK ADVISORS
- Legal name: Clear Creek Wealth Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Denver, CO
- Filing period: October 2026
- Form ADV filing dated: April 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/288335
- AdvisorCensus page: https://advisorcensus.com/firm/clear-creek-advisors-denver-co-288335

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated April 7, 2026)

- Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)

> 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

> CCA does not have any minimum requirements for opening or maintaining an account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $722,477,179
- Discretionary: $688,481,009
- Non-discretionary: $33,996,170

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 384 | $368,501,392 |
| High net worth individuals | 99 | $353,975,787 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2018 (7 years)
- Employees: 9 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, FL, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ccaretirement.com
- LinkedIn @16244388
- YouTube @UCcFT840lM8-wPvKoN7PGQ-w

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $211,419,638 | 5 | February 12, 2021 |
| October 2022 | $288,494,617 | 7 | March 10, 2022 |
| October 2023 | $294,150,102 | 8 | May 30, 2023 |
| October 2024 | $376,275,827 | 8 | September 20, 2024 |
| October 2025 | $548,287,505 | 11 | March 27, 2025 |
| October 2026 | $722,477,179 | 9 | April 7, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Clear Creek Advisors (CRD 288335): Form ADV filing data as of October 2026.