CLEARVIEW WEALTH MANAGEMENT

Company Profile

As of Date 06/23/2026
ADV Location United States, CA / United States, NC
Websites
AUM* 360,903,649 14%
of that, discretionary 360,903,649 14%
Number of Employees 7 -13%
of those in investment advisory functions 6 -14%
Private Fund GAV* 0
Avg Account Size 312,200 9%
High Net Worth 30.00% -8%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Recent News

Reported AUM

361M 309M 258M 206M 155M 103M 52M
2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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