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CLEAR VIEW WEALTH ADVISORS
CLEAR VIEW WEALTH ADVISORS, LLC
CRD 299247
4211 NORTH BUFFALO ROAD, SUITE 17A, ORCHARD PARK, NY, 14127, United States
Phone
716-646-1515
Fax
716-646-1516
Registration
— (—)
Source
State registered
Total AUM
$26.4M
Discretionary AUM
$26.4M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 144 | $16.3M |
All web addresses on file
Official SEC filing: View on IAPD