Overview
Assets Under Management: $184 million
Headquarters: SALEM, OR
High-Net-Worth Clients: 60
Average Client Assets: $1 million
Frequently Asked Questions
CLEARVIEW WEALTH ADVISORS, 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 #305737), CLEARVIEW WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
CLEARVIEW WEALTH ADVISORS, LLC is headquartered in SALEM, OR.
CLEARVIEW WEALTH ADVISORS, LLC serves 60 high-net-worth clients according to their SEC filing dated June 30, 2025. View client details ↓
According to their SEC Form ADV, CLEARVIEW WEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
CLEARVIEW WEALTH ADVISORS, LLC manages $184 million in client assets according to their SEC filing dated June 30, 2025.
According to their SEC Form ADV, CLEARVIEW WEALTH ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.02
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 872
Discretionary Accounts: 872
Regulatory Filings
CRD Number: 305737
Filing ID: 2000873
Last Filing Date: 2025-06-30 13:51:00
Website: https://cwa2020.com