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CLEARVIEW WEALTH MANAGEMENT
6836 Carnegie Blvd.
Suite 200
Charlotte, North Carolina 28211
Tel: 704-837-4317
About CLEARVIEW WEALTH MANAGEMENT
CLEARVIEW WEALTH MANAGEMENT, formally registered with the SEC as CLEARVIEW WEALTH MANAGEMENT. The firm was established in 04/04/2018. They have over 1 offices throughout the country.
CLEARVIEW WEALTH MANAGEMENT is a Charlotte, North Carolina based Financial Planning firm with nearly $170,700,000 assets under management, offering retirement planning & investment advisory services to 512 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 166812 |
| SEC# | 801-112778 |
| Assets Managed by Firm | $170,700,000 |
| No. of Clients | 512 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Publication of periodicals and newsletters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 512 | $170,700,000 |
| Individuals (other than high net worth individuals) | 49 | $16,750,000 |
| High net worth individuals | 87 | $153,950,000 |
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