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CLEARVIEW WEALTH MANAGEMENT
SHERCLAR, INC
CRD 166812 · SEC 801-112778
6836 CARNEGIE BLVD., SUITE 200, CHARLOTTE, NC, 28211, United States
Phone
704-837-4317
Fax
980-322-0465
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$182.4M
Discretionary AUM
$182.4M
Team
4 total employees; 4 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 80 | $37.4M |
| High net worth individuals | 64 | $145.0M |
States served
NC, SC
All web addresses on file
Official SEC filing: View on IAPD