Clear Creek Wealth Management, Llc
- Regulatory AUM
- $722M
- Discretionary
- $688M
- Clients
- 483
- Avg AUM / client
- $1.5M
- Accounts
- 2,400
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Apr 07, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 384 | $369M | 51.0% |
| High net worth individuals | 99 | $354M | 49.0% |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bratsch, Amy, Dianne | Chief Compliance Officer | Mar 2017 (9y) | Less than 5% | |
| Erik Lawrence Krom | Managing Member/Chief Executive Officer | Mar 2017 (9y) | ≈ 37.5% – 75% via Clear Creek Advisors, Llc | |
| Steve Mark Osterink | Sole Member | CFP CFA | Dec 2021 (5y) | ≈ 14.06% – 50% via Smo Partners, Llc |
| Robert Paul Klaess | Registered representative | Aug 2017 (9y) | ||
| Eric Saxon Freehling | Registered representative | Oct 2017 (9y) | ||
| Adam Bryan Miculka | Registered representative | Apr 2023 (3y) | ||
| William Gatling Brossman | Registered representative | Apr 2023 (3y) | ||
| Chapin Charles Schott | Registered representative | Feb 2025 (1y) | ||
| Chase C Rojas | Registered representative | Feb 2025 (1y) | ||
| Niall Durst | Registered representative | Oct 2025 (1y) | ||
| Scott Robert Holloway | Registered representative | Feb 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Clear Creek Advisors, Llc | Sole Member | Mar 2017 | A | 75% or more |
| Smo Partners, Llc | Member | Dec 2021 | B | ≈ 18.75% – 50% via Clear Creek Advisors, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Erik Lawrence Krom: 50% – 75% of Clear Creek Advisors, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Steve Mark Osterink: 75% – 100% of Smo Partners, Llc × 25% – 50% of Clear Creek Advisors, Llc × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Smo Partners, Llc: 25% – 50% of Clear Creek Advisors, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/07/2026 | 1.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $722M (100% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 07, 2026.
View current Form ADV (SEC/IAPD) ↗