# Clear Harbor Wealth Management

> Clear Harbor Wealth Management is a state-registered investment advisory firm in Destin, FL, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 20, 2026.

- CRD: 311114
- Filed as: CLEAR HARBOR WEALTH MANAGEMENT
- Legal name: Clear Harbor Wealth Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Destin, FL
- Filing period: October 2026
- Form ADV filing dated: September 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/311114
- AdvisorCensus page: https://advisorcensus.com/firm/clear-harbor-wealth-management-destin-fl-311114

## Quick answers

**How is Clear Harbor Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Clear Harbor Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; performance-based fees.

**Where is Clear Harbor Wealth Management located?**
Clear Harbor Wealth Management's principal office is in Destin, FL, according to its Form ADV.

**Is Clear Harbor Wealth Management registered with the SEC or a state?**
Clear Harbor Wealth Management is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 311114.

**How much does Clear Harbor Wealth Management manage?**
Clear Harbor Wealth Management reports $69,668,500 in regulatory assets under management in its Form ADV filing dated September 20, 2026 (98% discretionary).

**What types of clients does Clear Harbor Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (74); high net worth individuals (19); pooled investment vehicles (other than investment companies and business development companies) (1).

**Does Clear Harbor Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/311114

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $69,668,500
- Discretionary: $68,300,890
- Non-discretionary: $1,367,610

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 74 | $23,705,482 |
| High net worth individuals | 19 | $45,508,543 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $454,475 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- clearharborwealth.com
- Facebook @ClearHarborWealth
- LinkedIn @clear-harbor-wealth-management

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Clear Harbor Wealth Management (CRD 311114): Form ADV filing data as of October 2026.