Clera

0 registered advisors · 0 reported ETFs · $0 reported ETF value

Clera is an investment adviser that files Form ADV with the SEC in Bakersfield, CA, with 0 registered advisors. Its 13F filings report 0 ETF positions worth $0.

Last updated 2026-05-23 (latest Form ADV filing)

Scale

How this firm compares

Ratios computed from the firm's own Form ADV filing. Each caption ranks the firm against every other firm that reported the same figures.

  • High-net-worth share of clients0.0%LowTop 100.0%

What the firm filed with the SEC

Form ADV facts as filed, most recently 2026-05-23. Figures are the firm's own reported numbers.

Identity

Registration

Item 1 and registration status.

Registration type
Registered
SEC registration status
APPROVED
Registered since
2025-12-11
SEC file number
801-134566
Form version
10/2021
Latest Form ADV filing
2026-05-23
Address
7850 White Ln, Ste E #244, Bakersfield, CA 93309, United States
Phone
+1 (661) 889-7456
Website
https://askclera.com

Size

People and clients

Items 5.A through 5.D.

Employees
2
Registered advisors
0
Offices
0
Clients
2
High-net-worth share of clients
0.0%

Clients

Who the firm serves

Item 5.D, by reported assets.

  • Individuals (non-HNW)2 clients
    $0

Practice

How the firm operates

Items 4 through 9.

Services
Financial Planning Services; Portfolio Management: Individuals and Small Businesses; Publication of Periodicals or Newsletters; Educational Seminars or Workshops
Fee types
Compensation: Subscription Fees (Newsletter or Periodical)

Source: SEC Form ADV filed by CRD 338073. View the official SEC IAPD record

Reported ETF investments

Reported 13F ETF positions, largest first
FundReported valueShare of reported ETF valueFund research

Registered advisors

    Public filing evidence

    Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.