Clear Creek Financial Management, LLC
● SEC registered since 2017CRD 170602SEC# 801-111778Silverdale, WA
Reg. AUM
$1.86B
Employees
91
Accounts
9,428
Location
Silverdale, WA
Clear Creek Financial Management, LLC assets under management
Clear Creek Financial Management, LLC operates as an SEC-registered investment adviser based in Silverdale, WA. The firm has been registered since 2017. It reports $1.9 billion in regulatory assets under management and employs 91 people.
Clear Creek Financial Management, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin James Warren Control | Managing Member | 25-50% | 2014 |
| Brian Sumner Deely Control | Managing Member | 25-50% | 2014 |
| Jason Nicholas Kelley | Managing Member | Under 5% | 2024 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Clear Creek Financial Management, LLC manage?
Clear Creek Financial Management, LLC reports $1.9 billion in regulatory assets under management on its Form ADV.
How many employees does Clear Creek Financial Management, LLC have?
Clear Creek Financial Management, LLC reports 91 employees.
Where is Clear Creek Financial Management, LLC located?
Clear Creek Financial Management, LLC is based in Silverdale, WA and has been SEC-registered since 2017.
Does Clear Creek Financial Management, LLC disclose fund performance?
Clear Creek Financial Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9361 Bayshore Drive NW, Silverdale, WA 98383 |
| Phone | (360) 308-8239 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 170602 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$1.86B▲ 26%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 23%
Larger than 77% of 16,271 advisers
EmployeesTop 8%
More than 92% of 16,825 advisers
Assets under management
$1.86Bregulatory AUM
Discretionary $1.85BNon-discretionary $4.9M