Wealth manager, independent · Silverdale, WA
Clear Creek Financial Management, LLC
SEC-registered investment adviser · CRD 170602 · SEC 801-111778
At a glance
Clear Creek Financial Management, LLC is an SEC-registered investment adviser based in Silverdale, Washington, with $1.9B in regulatory assets under management as of its Form ADV filed September 21, 2026. It reports 3,964 individual clients, 481 of them high-net-worth, holding an average of about $0.5 million each, and 91 employees. That ranks it 598th among the nation’s 5,657 independent wealth management RIAs and 15th of 158 in Washington. It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and BNY Pershing.
Main office 360-308-8239clearcreekfm.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.9B
- Rank among independent wealth managers
- #598 of 5,657
- Rank among all SEC RIAs
- #3,800 of 17,210
- Rank in Washington
- #15 of 158
- Individual clients
- 3,964
- High-net-worth clients
- 481
- Accounts
- 9,428
- Discretionary
- 100% of AUM
- Employees
- 91
- Advisory staff
- 48
- Offices
- 26
Owners and executives on its Form ADV
- Benjamin J. WarrenManaging Member
- Brian S. DeelyManaging Member
- Joseph J. GatesManaging Member & Chief Compliance Officer
- Jason N. KelleyManaging Member
Custody and brokerage
Broker-dealer
No broker-dealer ties
Clear Creek Financial Management, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 481 | $961M | 52% |
| Individuals | 3,483 | $844M | 45% |
| Pension and profit sharing plans | – | $31M | 2% |
| Corporations or other businesses | 39 | $23M | 1% |
Disciplinary disclosures
Clear Creek Financial Management, LLC answers yes to 4 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
- Selecting other advisers
- Periodicals or newsletters
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗clearcreekfm.com ↗
AtlasMembers
The full record on Clear Creek Financial Management, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 8 years of filings
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- Growth over one, three and five years
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- Rank against 2,116 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Washington
All of Washington →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Kiley Juergens Wealth Management, LLCOlympia | $2.2B | 2,937 |
| Private AdvisoryRedmond | $2.1B | 915 |
| First Pacific Financial, Inc.Vancouver | $1.9B | 1,291 |
| Auxano AdvisorsBellevue | $1.8B | 724 |
| Financial Plan, Inc.Bellingham | $1.6B | 905 |
| Petersen Hastings Wealth Advisors, Inc.Kennewick | $1.6B | 1,232 |
Background
Questions
How much does Clear Creek Financial Management, LLC manage?
Clear Creek Financial Management, LLC reports $1.9B in regulatory assets under management across 9,428 accounts, 100% of it on a discretionary basis, on its Form ADV filed September 21, 2026.
How many clients does Clear Creek Financial Management, LLC have?
It reports 3,964 individual clients: 481 high-net-worth individuals and 3,483 other individuals. Individuals account for about 97% of its regulatory assets.
Where is Clear Creek Financial Management, LLC headquartered?
Its main office is in Silverdale, Washington. It reports 26 offices in total and 91 employees, 48 of whom perform investment advisory functions.
How does Clear Creek Financial Management, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Clear Creek Financial Management, LLC use?
It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and BNY Pershing. On Schedule D of its Form ADV filed September 21, 2026, it reports these amounts held: Charles Schwab ($1.4B); BNY Pershing ($320M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Clear Creek Financial Management, LLC a hybrid RIA with a broker-dealer?
Clear Creek Financial Management, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Clear Creek Financial Management, LLC a fiduciary?
As an SEC-registered investment adviser, Clear Creek Financial Management, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Clear Creek Financial Management, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-21), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →