Clear Wealth, Inc. (Boise)


Clear Wealth, Inc. is an adviser based in Boise. It manages $60.65 million of regulatory assets for 235 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of California, Idaho, and Oregon.

Clear Wealth provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Clear Wealth: assets under management

The assets under management (AUM) of Clear Wealth, Inc. is $60.65 million. The firm's AUM has grown by 54% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $19.2 million in discretionary accounts and $41.46 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $6.4 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $178.69 thousand.
Clear Wealth has custody of $3 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Clear Wealth, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Clear Wealth, Inc.

Edward George Rainford has been acting as President since 1 Aug 2006. Jeremy Troy Senn joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Edward George Rainford Chief compliance officer 1 Sep 2005 75% - 100% 3161364
Edward George Rainford President 1 Aug 2006 75% - 100% 3161364
Jeremy Troy Senn Chief compliance officer 1 Jul 2011 Other 5965493

Based in Boise

The principal office where Clear Wealth, Inc. performs its advisory services is located at 950 W Bannock St, Boise, ID 83702 The mailing address of the firm is P.O. Box 1063, Mccall, ID 83638. An additional office of the firm is in Ashland, OR. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 800-416-1063 or by fax 800-416-1063. The normal business hours are 9:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.clearwealth.com.

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