Clearwater Advisors, LLC

CRD 116865 · Boise, ID · $4.7B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 116865
SEC number: 801-60686
Firm type: RIA
Assets under management: $4.7B as of May 7, 2026
Website: www.clearwateradvisors.com ↗
Phone: 208-433-1222
Address: 101 S. Capitol Blvd, Boise, ID, 83702

Advisors at this firm

6 in our index · page 1 of 1

Brandon John BeallCRD 5061633 · Boise, ID

IA Registered
Daniel BatesCRD 6531599 · Boise, ID

IA RegisteredRegistration inactive
Garrett Evan CudaheyCRD 7224295 · Salem, OR

IA Registered
Rhet Nmn HulbertCRD 5186437 · Boise, ID

IA Registered
Richard Ming Yuh LinCRD 6413468 · Boise, ID

IA Registered
Michelle Anne MartinCRD 8011689 · Boise, ID

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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