Overview
Assets Under Management: $105 million
Headquarters: COSTA MESA, CA
High-Net-Worth Clients: 55
Average Client Assets: $1.0 million
Frequently Asked Questions
CLEARVIEW INVESTMENT PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #150046), CLEARVIEW INVESTMENT PARTNERS, LLC is subject to fiduciary duty under federal law.
CLEARVIEW INVESTMENT PARTNERS, LLC is headquartered in COSTA MESA, CA.
CLEARVIEW INVESTMENT PARTNERS, LLC serves 55 high-net-worth clients according to their SEC filing dated March 26, 2026. View client details ↓
According to their SEC Form ADV, CLEARVIEW INVESTMENT PARTNERS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
CLEARVIEW INVESTMENT PARTNERS, LLC manages $105 million in client assets according to their SEC filing dated March 26, 2026.
According to their SEC Form ADV, CLEARVIEW INVESTMENT PARTNERS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 55
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.14%
Average Client Assets: $1.0 million
Total Client Accounts: 374
Discretionary Accounts: 374
Regulatory Filings
CRD Number: 150046
Filing ID: 2074063
Last Filing Date: 2026-03-26 12:47:00