Clute Wealth Management Employee Directory

Q: What is Clute Wealth Management known for?

Clute Wealth Management was founded in 1984. Clute Wealth Management operates in the Financial Services industry.

Q: How many employees does Clute Wealth Management have currently?

Clute Wealth Management has approximately 6 employees.

Financial ServicesNew York, United States2-10 Employees

Clute Wealth Management is a firm whose independent advisors provide strategic financial and investment planning for individuals and small businesses in the Champlain Valley region of New York and Vermont. 

Clute Wealth Management helps women in transition and their loved ones who find need to manage and face new life challenges. Everyone’s needs and plans are different; Clute Wealth Management focuses on developing a unique plan tailored to fit each client’s goals. 

Owners Christina Ubl CDFA®, Adam Robert APMA®, and founder Heidi Clute are CERTIFIED FINANCIAL PLANNER™ professionals who head up a dedicated and experienced team.

For a list of states in which we are registered to do business, please visit www.clutewealthmanagement.com.  

Financial planning, securities, and advisory services offered through LPL Financial, a registered investment advisor, Member SIPC www.sipc.org.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Find Clute Wealth Management employees' phone numbers or email addresses

Clute Wealth Management Global Highlights

North America
10

United States Of America
10

Clute Wealth Management's Leadership

H. G. C.
Founder
Mobile Phone
Email
C. U.
Partner
Mobile Phone
Email
A. R.
Partner
Mobile Phone
Email
H. M.
Owner
Mobile Phone
Email
R. C.
Owner
Mobile Phone
Email
D. C.
Client Relationship Manager
Mobile Phone
Email
R. C.
Office Manager
Mobile Phone
Email
L. K.
Trading Assistant
Mobile Phone
Email

Contact profiles from Clute Wealth Management

Name

Title

Contact Info

Location

Last Update

C. U.
Partner
Mobile Phone
Email
United StatesNew York
Oct 29, 2025
H. G. C.
Founder
Mobile Phone
Email
United StatesNew York
Nov 12, 2025
A. R.
Partner
Mobile Phone
Email
United StatesNew York
Nov 19, 2025
H. M.
Owner
Mobile Phone
Email
Oct 21, 2024
R. C.
Owner
Mobile Phone
Email
Oct 16, 2024
D. C.
Client Relationship Manager
Mobile Phone
Email
United StatesNew York
Nov 16, 2025
R. C.
Office Manager
Mobile Phone
Email
United StatesNew York
Nov 17, 2025
L. K.
Trading Assistant
Mobile Phone
Email
United StatesNew York
Oct 19, 2025
A. R.
Intern
Mobile Phone
Email
United StatesNew York
Feb 01, 2024

Frequently Asked Questions

What is Clute Wealth Management known for?

Clute Wealth Management was founded in 1984 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-518-561-****

. Explore Clute Wealth Management's company overview page for more information.

What is Clute Wealth Management's most common email format?

Clute Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Clute Wealth Management email formats with LeadIQ.

How many employees does Clute Wealth Management have currently?

Clute Wealth Management has approximately 6 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Clute Wealth Management's key employees and leadership?

As of December 2025, Clute Wealth Management's key employees include:

Founder: H. G. C.
Partner: C. U.
Partner: A. R.
Owner: H. M.
Owner: R. C.

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