Clearwell Group - Investment Advisers

About Clearwell Group

Clearwell Group is the name used by Clearwell Advisors, LLC, an investment adviser headquartered in Tampa, Florida. It is included among the investment advisers in Florida. The firm describes its work as serving families through investment management, estate planning, philanthropic advisory, and family business consulting. It operates as a family office and works with client families across several generations, with an approach built on understanding each family's values and the challenges it faces. Its listed services include private equity and an investment program, alongside philanthropy support. Regulatory data reports about $413.51 million in regulatory assets under management and nine employees. Further firm profiles are available in the directory of US investment advisers.

Key Facts

Assets Under Management

$413.51M

Employees

9

SEC File Number

801-130085