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 registered investment adviser organized as an LLC and registered with the SEC in 2021. The firm serves both individual and family clients as well as institutional relationships and functions as a capital allocator, blending advisory and product distribution services. It offers fee arrangements that include a percentage of assets under management, hourly billing, and fixed fees. In addition to investment management and financial planning, Clearview provides pension consulting and helps clients select other advisers. The firm is also licensed to act as an insurance broker and to sell other financial products. It does not self-identify as an active ESG investor.