Clera: new SEC registration, Bakersfield, CA
Clera (Bakersfield, California): new SEC registration, Bakersfield, CA. Dated 329 days ago, it serves as a historical benchmark. Score 30/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
Free preview: all 9 published fields of this record are shown below. Locked: 147 related CA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Clera |
| Legal name | Clera, INC |
| CRD | 338073 |
| Status | Approved |
| Registered with the SEC | 2025-12-11 |
| Latest Form ADV filing | 2026-05-23 |
| Location | Bakersfield, CA, United States |
| Employees | 2 |
| Website | https://askclera.com |
| Peer records CSV (148 CA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2025-12-11
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (CA first): Ftv Capital · Owl Ventures · Beacon Coast Partners, LLC · Meson Quantitative Management LLC · Wndrco Capital Management LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Clera and 148 California peers
- California NewRiaPulse records like this one: 148
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every California peer: $29,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
30 / 100 Score
- Website on file.
What is the NewRiaPulse record for Clera in Bakersfield, California?
Clera received SEC registration as an investment adviser (2025-12-11), based in Bakersfield, CA.
How does Clera compare to other California NewRiaPulse records?
It is 329 days old; check the official source for later updates before acting. Its Score of 30/100 is modest; treat it as background rather than a priority.
Clera vs. top 3 peers
| Organization | Location | Record date |
|---|---|---|
| Clera | Bakersfield, CA | 2025-12-11 |
| Wells Capital Advisors LLC | Las Vegas, NV | 2026-10-01 |
| Nextreg Advisors LLC | Miami, FL | 2026-10-01 |
| Everoak Wealth Co | Colorado Springs, CO | 2026-10-01 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.