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CLEARVIEW WEALTH MANAGEMENT
CLEARVIEW WEALTH MANAGEMENT, LLC
CRD 288978 · SEC 801-121594
4 VENTURE, SUITE 120, IRVINE, CA, 92618, United States
Phone
949-333-6394
Fax
949-333-6392
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$178.5M
Discretionary AUM
$178.5M
Team
4 total employees; 3 advisory reps; 6 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 244 | $48.6M |
| High net worth individuals | 95 | $115.3M |
| Pension/profit sharing plans | 35 | $9.2M |
| Charitable organizations | 9 | $3.4M |
| Corporations/business entities | 3 | $2.0M |
States served
AZ, CA, OH, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD