Clear Retirement Advice LLC
● SEC registered since 2025CRD 292667SEC# 801-132499San Mateo, CA
Reg. AUM
$153.4M
Employees
1
Accounts
218
Location
San Mateo, CA
Clear Retirement Advice LLC assets under management
Clear Retirement Advice LLC is a registered investment adviser overseen by the SEC based in San Mateo, CA. The firm has been registered since 2025. It reports $153.4 million in regulatory assets under management and employs 1 people.
Clear Retirement Advice LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Marshall Schwarz Control | President & Chief Compliance Officer | Over 75% | 2017 |
Frequently asked questions
How much does Clear Retirement Advice LLC manage?
Clear Retirement Advice LLC reports $153.4 million in regulatory assets under management on its Form ADV.
How many employees does Clear Retirement Advice LLC have?
Clear Retirement Advice LLC reports 1 employees.
Where is Clear Retirement Advice LLC located?
Clear Retirement Advice LLC is based in San Mateo, CA and has been SEC-registered since 2025.
Does Clear Retirement Advice LLC disclose fund performance?
Clear Retirement Advice LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1900 S Norfolk St,, Suite 350, San Mateo, CA 94403 |
| Phone | 650-446-5440 |
| Office hours | Not Applicable - Office Visits By Appointment Only |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$153.4M▲ 42%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$153.4Mregulatory AUM
Discretionary $153.4M