Clarissa Candelario
Private Asset Management · Kirkland, Washington
Clarissa Candelario is a fee-only financial advisor at Private Asset Management in Kirkland, Washington. Clarissa focuses on founders (pre-exit), estate & legacy planning and real estate investors. Private Asset Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Tech employees
- Multi-generational families
- Ultra high net worth
Facts
| Firm | Private Asset Management |
|---|---|
| Based in | Kirkland, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $109.5M across 177 accounts |
| SEC registration | Investment adviser representative in WA · CRD 2412201 |
| Exams passed | Series 63 (2000) · Series 65 (2011) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.privateasset.com |
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Questions about Clarissa
Is Clarissa Candelario a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Clarissa holds no broker registration, and Private Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Clarissa charge for financial advice?
Clarissa's firm, Private Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Clarissa Candelario based?
Clarissa Candelario is based in Kirkland, Washington.
What does Clarissa specialize in?
Clarissa's specialties include founders (pre-exit), estate & legacy planning, real estate investors, family wealth transfer, cross-border (US / Canada) and equity compensation. Clarissa works with founders, tech employees, multi-generational families and ultra high net worth.
Is Clarissa Candelario registered with the SEC?
Yes. Clarissa Candelario is registered as an investment adviser representative in WA (CRD 2412201), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Private Asset Management manage?
Private Asset Management reports $109.5M across 177 accounts in assets under management.
How do I contact Clarissa Candelario?
Through Clarissa's website, www.privateasset.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Private Asset Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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