CLEARVIEW WEALTH MANAGEMENT
Company Profile
| As of Date | 03/17/2026 |
| ADV Location | United States, CA / United States, NC |
| Adviser Type - Large advisory firm | |
| Number of Employees | 8 14% |
| of those in investment advisory functions | 7 17% |
| AUM* | 341,428,790 16% |
| of that, discretionary | 341,428,790 16% |
| Private Fund GAV* | 0 |
| Avg Account Size | 305,392 16% |
| High Net Worth | 26.91% 13% |
| SMA’s | Yes |
| Private Funds | 0 |
| Websites |
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
261M
223M
186M
149M
112M
74M
37M
2018
2019
2020
2021
2022
2023
Private Funds
No private funds