# Clear Springs Wealth

> Clear Springs Wealth is a state-registered investment advisory firm, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 21, 2026.

- CRD: 322313
- Filed as: CLEAR SPRINGS WEALTH
- Legal name: Clear Springs Wealth LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Kansas
- Filing period: October 2026
- Form ADV filing dated: April 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/322313
- AdvisorCensus page: https://advisorcensus.com/firm/clear-springs-wealth-322313

## Quick answers

**How is Clear Springs Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Clear Springs Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Clear Springs Wealth registered with the SEC or a state?**
Clear Springs Wealth is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 322313.

**How much does Clear Springs Wealth manage?**
Clear Springs Wealth reports $4,154,900 in regulatory assets under management in its Form ADV filing dated April 21, 2026 (100% discretionary).

**What types of clients does Clear Springs Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (18).

**Does Clear Springs Wealth 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/322313

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $4,154,900
- Discretionary: $4,154,900
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 18 | $4,154,900 |
| Investment companies | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KS
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bsky.app/profile/clearspringswealth.bsky.social
- clearspringswealth.com
- Facebook @clearspringswealth
- Instagram @clearspringswealth
- LinkedIn @clear-springs-wealth
- LinkedIn @clementslisa
- Pinterest @clearspringswealth
- TikTok @clearspringswealth
- X @thelisaclements
- YouTube @clearspringswealth

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Clear Springs Wealth (CRD 322313): Form ADV filing data as of October 2026.