Clearwater Wealth Management

Finance · Michigan, United States · 1-10 Employees

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Overview

Headquarters

4440 Jackson Rd, Ann Arbor, Michigan, 48...

Phone Number

(844) 517-3611

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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Jul
ZI Rank
1
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About Clearwater Wealth Management

ClearWater Wealth Management is a financial institution that specializes in financial planning, investment advisory, and wealth management services. They are dedicated to providing transparent and personalized financial strategies tailored to the unique needs of their clients. The company focuses on building strong client relationships through open communication and ethical practices, ensuring that clients feel confident about their financial futures. ClearWater serves both members of partnered credit unions across Michigan and the general public, offering flexible meeting options to accommodate client preferences.Explore more
Clearwater Wealth Management's Social MediaPopular SearchesClearwater Wealth ManagementClearwaterSIC Code 62,628NAICS Code 52,523Show more

Clearwater Wealth Management Org Chart

JD
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President, Chief Executive Officer & Founder

PhoneEmail
JH
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Managing Partner, CFP , ChFC, CERTIFIED FINAN...

PhoneEmail
AS
United States flag for contact location.

Financial Advisor

PhoneEmail
NV
United States flag for contact location.

Financial Advisor

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Clearwater Wealth Managem...

<$5M
1-10
Private
-
-
JD
Jennifer DrummondPresident, CEO & Founder
$7.6M
11-50
Private
-
2002
DT
Diane TinneyGeneral Manager
$5.3M
1-10
Private
-
2010
Laura Miller, Chief of Staff at Paradigm Wealth Advisory
Laura MillerChief of Staff
<$5M
1-10
Private
-
2020
N/A
<$5M
1-10
Private
-
2020
JB
Justin BodnarCo-Founder & Vice President
<$5M
1-10
Private
-
-
TJ
Tf JenkinsFounder & Managing Director
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Clearwater Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Clearwater Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Clearwater Wealth Management.

Clearwater Wealth Management Tech Stack

A closer look at the technologies used by Clearwater Wealth Management

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Frequently Asked Questions Regarding Clearwater Wealth Management

What is Clearwater Wealth Management's official website?
Clearwater Wealth Management's official website is www.clearwaterwealthmgt.com
What is Clearwater Wealth Management's Revenue?
Clearwater Wealth Management's revenue is <$5 Million
What is Clearwater Wealth Management's SIC code?
Clearwater Wealth Management's SIC: 62,628
What is Clearwater Wealth Management's NAICS code?
Clearwater Wealth Management's NAICS: 52,523
How many employees does Clearwater Wealth Management have?
Clearwater Wealth Management has 1-10 employees
What industry does Clearwater Wealth Management belong to?
Clearwater Wealth Management is in the industry of: Finance, Securities Trading
What is Clearwater Wealth Management competition?
Clearwater Wealth Management top competitors include: Paradigm Wealth Advisory, IBIO Capital, Rivergrass WM, New View Wealth Advisory
What technology does Clearwater Wealth Management use?
Some of the popular technologies that Clearwater Wealth Management uses are: WordPress.org, PHP, Cookie Consent, Google Tag Manager
How do I contact Clearwater Wealth Management?
Clearwater Wealth Management contact info: Phone number: (844) 517-3611 Website: www.clearwaterwealthmgt.com
What does Clearwater Wealth Management do?

ClearWater Wealth Management is a financial institution that specializes in financial planning, investment advisory, and wealth management services. They are dedicated to providing transparent and personalized financial strategies tailored to the unique needs of their clients. The company focuses on building strong client relationships through open... communication and ethical practices, ensuring that clients feel confident about their financial futures. ClearWater serves both members of partnered credit unions across Michigan and the general public, offering flexible meeting options to accommodate client preferences.Read More

What are Clearwater Wealth Management social media links?
Clearwater Wealth Management Linkedin page Clearwater Wealth Management Facebook page
Is Clearwater Wealth Management a public company?
Clearwater Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Clearwater Wealth Management

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