# Cleartree Asset Management, Inc.

> Cleartree Asset Management, Inc. is a state-registered investment advisory firm in Tampa, FL, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 297415
- Filed as: CLEARTREE ASSET MANAGEMENT, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Tampa, FL
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/297415
- AdvisorCensus page: https://advisorcensus.com/firm/cleartree-asset-management-inc-tampa-fl-297415

## Quick answers

**How is Cleartree Asset Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Cleartree Asset Management, Inc. reports these compensation arrangements: a percentage of assets under its management.

**Where is Cleartree Asset Management, Inc. located?**
Cleartree Asset Management, Inc.'s principal office is in Tampa, FL, according to its Form ADV.

**Is Cleartree Asset Management, Inc. registered with the SEC or a state?**
Cleartree Asset Management, Inc. is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 297415.

**How much does Cleartree Asset Management, Inc. manage?**
Cleartree Asset Management, Inc. reports $17,345,322 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (89% discretionary).

**What types of clients does Cleartree Asset Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (46).

**Does Cleartree Asset Management, Inc. 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/297415

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $17,345,322
- Discretionary: $15,411,580
- Non-discretionary: $1,933,742

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 46 | $17,345,322 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 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)
- cleartreeasset.com
- Facebook @cleartreeassetmgmt

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cleartree Asset Management, Inc. (CRD 297415): Form ADV filing data as of October 2026.