Insights

Growth Potential Small firm with revenue in the 10-25M range presents a scalable opportunity for diversified advisory services, advanced wealth management solutions, and fiduciary-focused offerings that can be bundled for high-net-worth clients or foundations as the business expands.

Portfolio Expansion Active investment activity across diverse asset classes and international exposure (Banco BBVA Argentina, Novo Nordisk, Iovance Biotherapeutics, iShares India 50 ETF, Archer-Daniels-Midland) signals a need for sophisticated investment research, reporting, and risk analytics to support ongoing client communications and compliance.

Tech Enablement Current tech stack (Cloudflare, Drupal/WordPress, Google Workspace, Mailchimp, jQuery) indicates opportunity to offer modernization services, cybersecurity enhancements, client portal development, and automated marketing in a compliant, customer-centric platform.

fiduciary positioning As a fiduciary advisory with tailored service levels, there is potential to upsell premium fiduciary governance solutions, ESG/ESG integration, and governance documentation packages to family offices, foundations, and business clients seeking transparent, goal-driven planning.

Market Differentiation With a lean team and strategic niche focus, there is room to differentiate through white-glove client education programs, scalable services for diverse client segments, and partnerships that expand capabilities while maintaining personalized client experiences.

Clear Creek Financial Management Tech Stack

Clear Creek Financial Management uses 8 technology products and services including Cloudflare, Drupal, WordPress, and more. Explore Clear Creek Financial Management's tech stack below.

Cloudflare

Content Management System

Drupal

Content Management System

WordPress

Content Management System

Google Workspace

Mailchimp

jQuery

Javascript Libraries

jQuery Migrate

Javascript Libraries

jQuery Mobile

Mobile Frameworks

Clear Creek Financial Management Email Formats	Example	Percentage
First.Last@clearcreekfm.com	John.Doe@clearcreekfm.com	86%
Fir.Last@clearcreekfm.com	Joh.Doe@clearcreekfm.com	14%

Clear Creek Financial Management Email Formats

Example

Percentage

First.Last@clearcreekfm.com

John.Doe@clearcreekfm.com

86%

Fir.Last@clearcreekfm.com

Joh.Doe@clearcreekfm.com

14%

Frequently Asked Questions

What is Clear Creek Financial Management's phone number?

You can contact Clear Creek Financial Management's main corporate office by phone at

+1-360-308-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Clear Creek Financial Management's official website and social media links?

Clear Creek Financial Management's official website is clearcreekfm.com and has social profiles on LinkedIn.

How much revenue does Clear Creek Financial Management generate?

As of August 2026, Clear Creek Financial Management's annual revenue is estimated to be $10M - $25M.

What is Clear Creek Financial Management's NAICS code?

Clear Creek Financial Management's NAICS code is 52 - Finance and Insurance.

How many employees does Clear Creek Financial Management have currently?

As of August 2026, Clear Creek Financial Management has approximately 10 employees across 1 continents, including North America. Key team members include Project Manager: J. M. Explore Clear Creek Financial Management's employee directory with LeadIQ.

What industry does Clear Creek Financial Management belong to?

Clear Creek Financial Management operates in the Financial Services industry.

What technology does Clear Creek Financial Management use?

Clear Creek Financial Management's tech stack includes Cloudflare, Drupal, WordPress, Google Workspace, Mailchimp, jQuery, jQuery Migrate and jQuery Mobile.

What is Clear Creek Financial Management's email format?

Clear Creek Financial Management's email format typically follows the pattern of First.Last@clearcreekfm.com. Find more Clear Creek Financial Management email formats with LeadIQ.

When was Clear Creek Financial Management founded?

Clear Creek Financial Management was founded in 2014.

Clear Creek Financial Management

Q: What technology does Clear Creek Financial Management use?

Clear Creek Financial Management's tech stack includes Apache HTTP Server, RSS, Google Fonts API, Apache, Google Maps.

Q: What is Clear Creek Financial Management's NAICS code?

Clear Creek Financial Management's NAICS code is 52 (Finance and Insurance).

Financial ServicesWashington, United States2-10 Employees

Clear Creek Financial Management is a fiduciary financial services firm based in Silverdale, Washington, established in 2014 with a mission to provide sound financial planning and peace of mind for clients. The firm emphasizes education, guidance, and investment expertise tailored to individual circumstances, offering varying levels of service to accommodate different client needs across individuals, families, foundations, and businesses. With a focus on preparing clients to reach their financial goals, the practice centers on delivering a customized, client-driven experience.
Operating in the financial services industry, Clear Creek positions itself as a flexible advisory partner that serves a broad range of client types. The organization communicates a commitment to listening to specific requirements and developing unique solutions, while providing disclosure information and advisory details through its website. Recent activity noted in public updates describes new stakes acquired in several asset holdings, reflecting ongoing investment activity by the firm.

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