Clera, Inc
● SEC registered since 2025CRD 338073SEC# 801-134566Bakersfield, CA
Reg. AUM
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Employees
2
Accounts
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Location
Bakersfield, CA
About Clera
Clera is an SEC-registered investment adviser offering an AI-powered financial advisor experience. It offers conversational trade execution, personalized portfolio guidance, and related digital wealth features available on a subscription basis.
Summary based on the firm’s website.
Clera, Inc assets under management
Clera, Inc is an investment advisory firm registered with the SEC based in Bakersfield, CA. The firm has been registered since 2025. It employs 2 people.
Clera, Inc owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cristian Fernando Mendoza Control | Ceo, Cco | Over 75% | 2025 |
Frequently asked questions
How many employees does Clera, Inc have?
Clera, Inc reports 2 employees.
Where is Clera, Inc located?
Clera, Inc is based in Bakersfield, CA and has been SEC-registered since 2025.
Does Clera, Inc disclose fund performance?
Clera, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7850 White Ln, Ste E #244, Bakersfield, CA 93309 |
| Phone | +1 (661) 889-7456 |
| Fax | N/A |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 86%
More than 14% of 16,804 advisers