ClearWealth

Financial Services • Iowa City, Iowa, United States • 1-10 Employees

Company overview

Headquarters	Iowa City, Iowa, United States
Phone number	+16046876808
Website	planwithclearwealth.com
NAICS	52
Founded	2019
Employees	1-10
Socials

Key Contact at ClearWealth

Lance Beckman

Founder/ Lead Advisor

ClearWealth Email Formats

ClearWealth uses 2 email formats. The most common is {first initial} (e.g., j@planwithclearwealth.com), used 50% of the time.

Format	Example	Percentage
{first initial}	j@planwithclearwealth.com	50%
{first initial}.{last name}	j.doe@planwithclearwealth.com	50%

About ClearWealth

ClearWealth was established by Lance Beckman CFP® in 2018. Lance has been in the financial services industry since 2013 and holds his Certified Financial Planning designation. Before starting ClearWealth, he was a Financial Advisor for one of the largest financial services companies in the country. ClearWealth is a Registered Investment Advisor (RIA) with the State of Iowa, meaning we have a fiduciary duty to our clients. More simply put, we have a legal obligation to act in the best interest of our clients. ClearWealth was started with the idea of creating a financial planning process that provides little conflict and big value. At ClearWealth, we believe building a comprehensive financial plan is the best way to have the most impact with the individuals, families, and businesses we work with.

ClearWealth revenue & valuation

Annual revenue	$13,100,000
Revenue per employee	$6,548,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$42,000,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

ClearWealth has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

ClearWealth has never raised funding before.

Frequently asked questions

ClearWealth is located in Iowa City, Iowa, US.

You can reach ClearWealth at +16046876808.

ClearWealth was founded in 2019, making it 7 years old. The company has established itself as a significant player in its industry over this time.

ClearWealth has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at ClearWealth

Lance Beckman

Founder/ Lead Advisor

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