Clearwealth
13yrs
13 years in the industry
About the firm
A registered investment advisory firm, with about 2 offices. It manages about $44.3 million for roughly 145 individual clients. Services include financial planning, investment management for individuals and small businesses, choosing other investment managers.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees
Typical client size ?$305,729
Assets under management ?$44.3 million
Individual clients145
Median years of experience10
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Advisors at Clearwealth
2Advisors
10Median years of experience
1States with offices
2Offices
Also known as
About Clearwealth
How do I contact Clearwealth?
Call the main office at (319) 572-0581. The main office is at , .
How is Clearwealth paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Clearwealth offer?
Financial planning, Investment management for individuals and small businesses, Choosing other investment managers.
How many advisors work at Clearwealth?
We list 2 advisors currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.