CLEARVIEW WEALTH MANAGEMENT
other names
- CLEARVIEW WEALTH MANAGEMENT
- SHERCLAR, INCORPORATED
- SHERCLAR, INC
Adviser Profile
| As of Date | 03/17/2026 |
| ADV Location | CHARLOTTE, NC, United States |
| Adviser Type - Large advisory firm | |
| Number of Employees | 4 33% |
| of those in investment advisory functions | 4 33% |
| Registration | SEC, Approved, 04/04/2018 |
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| AUM* | 182,360,237 23% |
| of that, discretionary | 182,360,237 23% |
| Private Fund GAV* | 0 |
| Avg Account Size | 357,569 28% |
| % High Net Worth | 44.44% 22% |
| SMA’s | Yes |
| Private Funds | 0 |
| Contact Info | 704 xxxxxxx |
| Websites |
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
140M
120M
100M
80M
60M
40M
20M
2018
2019
2020
2021
2022
2023
Private Funds
No private funds