Key facts
- Clear Mark Wealth Management is a family office based in Los Gatos, California.
- The team roster lists 1 person.
About Clear Mark Wealth Management
Clear Mark Wealth Management was a multi-family office based in Los Gatos, California. Established in 2012, the firm provided family office services including financial planning and investment management. Additionally, the firm offered access to a broad array of advisory services and provides estate planning, retirement funding, and divorce counseling services. The assets of the firm were managed by the executive management team. This firm is no longer in operation and is not actively tracked by PitchBook.
- ·Watchlist + alerts for Clear Mark Wealth Management's activity
Portfolio
No portfolio companies for Clear Mark Wealth Management are on record yet. Positions surface from round participations, filings, and coverage.
Partners, principals, and the people who answer a pitch. Pro members reveal contacts with credits.