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CLEARVIEW WEALTH ADVISORS, LLC
2035 Madrona Ave Se
Ste 100
Salem, Oregon 97302
Tel: 503-400-7800
About CLEARVIEW WEALTH ADVISORS, LLC
CLEARVIEW WEALTH ADVISORS, LLC, formally registered with the SEC as CLEARVIEW WEALTH ADVISORS, LLC. The firm was established in 10/21/2019. They have over 3 offices throughout the country.
CLEARVIEW WEALTH ADVISORS, LLC is a Salem, Oregon based Financial Planning firm with nearly $175,393,000 assets under management, offering retirement planning & investment advisory services to 885 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 305737 |
| SEC# | 801-117527 |
| Assets Managed by Firm | $175,393,000 |
| No. of Clients | 885 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 885 | $175,393,000 |
| Individuals (other than high net worth individuals) | 445 | $102,983,000 |
| High net worth individuals | 60 | $66,852,000 |
| Charitable organizations | Fewer than 5 clients | $316,000 |
| Corporations or other businesses | Fewer than 5 clients | $5,242,000 |
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|---|---|---|---|
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