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CLEARVIEW WEALTH ADVISORS, LLC
CRD 305737 · SEC 801-117527
2035 MADRONA AVE SE, STE 100, SALEM, OR, 97302, United States
Phone
503-400-7800
Fax
503-990-7663
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$201.8M
Discretionary AUM
$201.8M
Team
5 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 306 | $105.7M |
| High net worth individuals | 42 | $95.2M |
States served
AZ, CA, CO, ID, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD