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CLEARVIEW WEALTH SOLUTIONS, LLC
CRD 171996
2 ASCOT LANE, BARRINGTON, IL, 60010, United States
Phone
847-847-2505
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$41.7M
Discretionary AUM
$41.7M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-10
Disciplinary history
No
Services
Portfolio management (individuals)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 16 | $1.2M |
| High net worth individuals | 14 | $40.6M |
All web addresses on file
Official SEC filing: View on IAPD