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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CLEAR CREEK ADVISORS

CLEAR CREEK WEALTH MANAGEMENT, LLC, CRD 288335

DENVER, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:761a2d4e-ae0b-5e59-bf2e-c274676034d5

Data as of Apr 7, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 17
Dated events: 5
On other graphs: 0
Observed: Nov 2, 2018 to Apr 7, 2026
22 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $722MItem 5.F on the latest filing (2026-04-07); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $688M
Private client RAUM: $722MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 9
RAUM per advisor: $80.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 9
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 2,400
Individual clients: 384
High net worth clients: 99
Custody, client assets: $91.0M
SEC number: 801-114379
CRD: 288335
Filings on the tape: 22
First filed: Nov 2, 2018
Latest filed: Apr 7, 2026
Organised: Limited Liability Company, CO

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ERIK LAWRENCE KROM	n/a	DENVER, CO	9	18	5	no
ROBERT PAUL KLAESS	n/a	DENVER, CO	9	16	3	no
ERIC SAXON FREEHLING	n/a	DENVER, CO	8	26	2	no
William Gatling Brossman	n/a	DENVER, CO	3	11	2	no
Adam Bryan Miculka	n/a	DENVER, CO	3	10	n/a	no
Chase C Rojas	n/a	DENVER, CO	1	12	1	no
Chapin Charles Schott	n/a	DENVER, CO	1	13	n/a	no
Niall Durst	n/a	DENVER, CO	0	12	1	no
SCOTT ROBERT HOLLOWAY	n/a	DENVER, CO	0	14	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Bratsch, Amy, Dianne	CHIEF COMPLIANCE OFFICER	Na	yes	03/2017	Nov 2, 2018	Oct 22, 2024
CLEAR CREEK ADVISORS, LLC	SOLE MEMBER	E	yes	03/2017	Mar 10, 2022	Oct 22, 2024
KROM, ERIK, LAWRENCE	Member	D	yes	03/2017	Nov 2, 2018	Oct 22, 2024
KROM, ERIK, LAWRENCE	MANAGING MEMBER/CHIEF EXECUTIVE OFFICER	Na	yes	03/2017	Nov 2, 2018	Oct 22, 2024
OSTERINK, STEVE, MARK	SOLE MEMBER	E	yes	12/2021	Feb 24, 2022	Oct 22, 2024
SMO PARTNERS, LLC	Member	C	yes	12/2021	Feb 24, 2022	Oct 22, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
ADVISORY ALPHA, LLC	n/a	Independent wealth	$4.4B	N	yes	n/a
CLEAR CREEK INSURANCE, LLC	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 8 of 9

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Apr 7, 2026	$722M	$688M	9	9	n/a	n/a
2024	Mar 27, 2025	$548M	$523M	11	7	n/a	n/a
2023	Feb 8, 2024	$376M	$358M	8	5	n/a	n/a
2022	Feb 9, 2023	$294M	$279M	8	5	n/a	n/a
2021	Feb 24, 2022	$288M	$273M	7	6	n/a	n/a
2020	Feb 12, 2021	$211M	$199M	5	4	n/a	n/a
2019	Feb 5, 2020	$181M	$170M	5	4	n/a	n/a
2018	Jan 14, 2019	$127M	$118M	4	3	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	0	2	0.0%	0	0	0	3	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$722M	$548M	31.8%	$294M	34.9%	9	11	0	0

Relationships

Affiliated with (2)

→ ADVISORY ALPHA, LLCRegistered adviserother investment adviser, common control
factForm ADV
← ADVISORY ALPHA, LLCRegistered adviserother investment adviser, common control
factForm ADV

Registered with (9)

← SCOTT ROBERT HOLLOWAYAdvisorregistration: current employment
Feb 12, 2026 to presentfactForm ADV
← Niall DurstAdvisorregistration: current employment
Oct 9, 2025 to presentfactForm ADV
← Chase C RojasAdvisorregistration: current employment
Feb 10, 2025 to presentfactForm ADV
← Chapin Charles SchottAdvisorregistration: current employment
Feb 10, 2025 to presentfactForm ADV
← William Gatling BrossmanAdvisorregistration: current employment
Apr 18, 2023 to presentfactForm ADV
← Adam Bryan MiculkaAdvisorregistration: current employment
Apr 18, 2023 to presentfactForm ADV
← ERIC SAXON FREEHLINGAdvisorregistration: current employment
Oct 31, 2017 to presentfactForm ADV
← ROBERT PAUL KLAESSAdvisorregistration: current employment
Aug 17, 2017 to presentfactForm ADV
← ERIK LAWRENCE KROMAdvisorregistration: current employment
Jun 2, 2017 to presentfactForm ADV

Controls (5)

← OSTERINK, STEVE, MARKOwnerSOLE MEMBER, ownership code E, individual
Feb 24, 2022 to Oct 22, 2024factForm ADV
← KROM, ERIK, LAWRENCEOwnerMEMBER, ownership code D, individual
Nov 2, 2018 to Oct 22, 2024factForm ADV
← Bratsch, Amy, DianneOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Nov 2, 2018 to Oct 22, 2024factForm ADV
← CLEAR CREEK ADVISORS, LLCOwnerSOLE MEMBER, ownership code E, domestic entity
Mar 10, 2022 to Oct 22, 2024factForm ADV
← SMO PARTNERS, LLCOwnerMEMBER, ownership code C, domestic entity
Feb 24, 2022 to Oct 22, 2024factForm ADV

Dated events

Occurred
Feb 13, 2026
Regulatory AUM changed
Clear Creek Advisors reported RAUM $722.5M, up 32% from $548.3M (2025-10-09 to 2026-02-13)
Form ADVobserved 4 days ago
$174M
Occurred
Mar 27, 2025
Regulatory AUM changed
Clear Creek Advisors reported RAUM $548.3M, up 46% from $376.3M (2024-10-22 to 2025-03-27)
Form ADVobserved 4 days ago
$172M
Occurred
Feb 24, 2022
Control person joined
Mark Steve Osterink (Sole Member) appeared on Schedule A of Clear Creek Advisors
Form ADVobserved 4 days ago
Occurred
Feb 24, 2022
Control person left
John Matthew Ritter (Partner/Managing Member) no longer on Schedule A of Clear Creek Advisors (listed 2021-02-12, absent 2022-02-24)
Form ADVobserved 4 days ago
Occurred
Nov 2, 2018
First Form ADV filing
Clear Creek Advisors filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:761a2d4e-ae0b-5e59-bf2e-c274676034d5
First observed: Nov 2, 2018
Last observed: Apr 7, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CLEAR CREEK ADVISORS

CLEAR CREEK WEALTH MANAGEMENT, LLC, CRD 288335

DENVER, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:761a2d4e-ae0b-5e59-bf2e-c274676034d5

Data as of Apr 7, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:14 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ERIK LAWRENCE KROM

n/a

DENVER, CO

ROBERT PAUL KLAESS

n/a

DENVER, CO

ERIC SAXON FREEHLING

n/a

DENVER, CO

William Gatling Brossman

n/a

DENVER, CO

Adam Bryan Miculka

n/a

DENVER, CO

n/a

Chase C Rojas

n/a

DENVER, CO

Chapin Charles Schott

n/a

DENVER, CO

n/a

Niall Durst

n/a

DENVER, CO

SCOTT ROBERT HOLLOWAY

n/a

DENVER, CO

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Bratsch, Amy, Dianne

CHIEF COMPLIANCE OFFICER

yes

03/2017

Nov 2, 2018

Oct 22, 2024

CLEAR CREEK ADVISORS, LLC

SOLE MEMBER

yes

03/2017

Mar 10, 2022

Oct 22, 2024

KROM, ERIK, LAWRENCE

Member

yes

03/2017

Nov 2, 2018

Oct 22, 2024

KROM, ERIK, LAWRENCE

MANAGING MEMBER/CHIEF EXECUTIVE OFFICER

yes

03/2017

Nov 2, 2018

Oct 22, 2024

OSTERINK, STEVE, MARK

SOLE MEMBER

yes

12/2021

Feb 24, 2022

Oct 22, 2024

SMO PARTNERS, LLC

Member

yes

12/2021

Feb 24, 2022

Oct 22, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ADVISORY ALPHA, LLC

n/a

Independent wealth

$4.4B

yes

n/a

CLEAR CREEK INSURANCE, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 7, 2026

$722M

$688M

n/a

2024

Mar 27, 2025

$548M

$523M

n/a

2023

Feb 8, 2024

$376M

$358M

n/a

2022

Feb 9, 2023

$294M

$279M

n/a

2021

Feb 24, 2022

$288M

$273M

n/a

2020

Feb 12, 2021

$211M

$199M

n/a

2019

Feb 5, 2020

$181M

$170M

n/a

2018

Jan 14, 2019

$127M

$118M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$722M

$548M

31.8%

$294M

34.9%