CLEARVIEW WEALTH MANAGEMENT

Overview

Clearview Wealth Management is an independent RIA that acts as a capital allocator for individual and family clients. The firm has been SEC-registered since 2018 and is owned by an individual practitioner. Its advisory mix centers on comprehensive financial planning, portfolio management for individuals and small businesses, selecting other advisers, and publishing periodicals or client communications. Fee arrangements combine a percentage-of-AUM model with fixed-fee engagements. Investment policy tilts toward pooled public vehicles and third-party manager relationships rather than an emphasis on internally managed, single-stock portfolios. The firm identifies as an active ESG investor, indicating environmental, social and governance factors are incorporated into security selection or manager due diligence. As a capital allocator, Clearview will place client capital with external managers where it sees value across equity and fixed-income sleeves and manager-driven products.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices