Clear View Wealth Advisors, LLC

Overview

Clear View Wealth Advisors, LLC is an independent registered investment adviser operating as a privately owned LLC that serves both individual and institutional clients. The firm acts as a capital allocator and combines portfolio management with financial planning, pension consulting and educational workshops. Its practice emphasizes equity exposure — exchange‑traded equities are the single largest asset class on the books — while also arranging third‑party manager relationships when clients require strategies beyond the firm’s in‑house capabilities. Service delivery is fee‑based with a mix of percentage‑of‑AUM, hourly and fixed fees. The firm lists accounting among its business activities, and it provides selection of other advisers, which signals a willingness to construct multi‑manager portfolios and to use external fund managers for specialized strategies. Clear View is not an active ESG investor and is structured to serve a relatively concentrated client base rather than a broad, multi‑state footprint.

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Public Holdings

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Location & Offices