Clearview Wealth Management

RIASEC RegisteredEst. 2021

Total AUM

$179M

Discretionary

$179M

100% of AUM

Avg account

$276K

Accounts

646

Employees

Advisory reps

Firm details

Headquarters: Irvine, California
CRD number: 288978
Registered since: June 24, 2021
Website: clearviewfpg.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI64.56%
Individuals27.24%
Pension & Profit Sharing Plans5.13%
Charitable Organizations1.92%
Corporations / Businesses1.14%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Clearview Wealth Management is an independent, individual-owned registered investment adviser organized as an LLC and serving both individual/family and institutional clients. The firm provides fee-based financial planning and portfolio management for individuals and small businesses, plus pension consulting and selection of other advisers. It also operates as an insurance broker and sells other financial products, and uses a mix of fee structures including percentage-of-AUM, hourly and fixed fees. Clearview identifies itself as a capital allocator and does not characterize itself as an active ESG investor.