← Directory
CLEARVIEW WEALTH MANAGEMENT
Legal name: SHERCLAR, INC
CRD 166812File 801-112778
APPROVED
Retail clients
Filing as of Mar 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$182.4M
Bottom 25% of cohort (national)
Discretionary AUM
$182.4M
Clients
144
510 accounts
Employees
4
Bottom 25% of cohort in NC
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Apr 4, 2018
- Principal office
- 6836 CARNEGIE BLVD., SUITE 200, CHARLOTTE, NC, 28211
- Phone
- 704-837-4317
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $182.4M
- Discretionary AUM
- $182.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 510
- Non-discretionary accounts
- 0
- Total accounts
- 510
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 64 | $145.0M |
| Individuals (other than high net worth individuals) | 80 | $37.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.