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CLEARVIEW WEALTH MANAGEMENT
Legal name: CLEARVIEW WEALTH MANAGEMENT, LLC
CRD 288978File 801-121594
APPROVED
Retail clients
Filing as of Jun 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$178.5M
Bottom 25% of cohort (national)
Discretionary AUM
$178.5M
Clients
386
646 accounts
Employees
3
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jun 24, 2021
- Principal office
- 4 VENTURE, SUITE 120, IRVINE, CA, 92618
- Phone
- 949-333-6394
- Website
- HTTP://WWW.CLEARVIEWFPG.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $178.5M
- Discretionary AUM
- $178.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 646
- Non-discretionary accounts
- 0
- Total accounts
- 646
- AUM per client
- $463K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $2.0M |
| Charitable organizations | 9 | $3.4M |
| High net worth individuals | 95 | $115.3M |
| Pension and profit sharing plans | 35 | $9.2M |
| Individuals (other than high net worth individuals) | 244 | $48.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- 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 | Change |
|---|---|---|---|---|
| Jul 1, 2026 | Employees | 4 | 3 | decreased by1 |
| May 1, 2026 | Clients | 328 | 386 | increased by58 |
| May 1, 2026 | AUM | $159,068,553 | $178,543,412 | increased by$19,474,859 |
| May 1, 2026 | Accounts | 608 | 646 | increased by38 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 273 | 328 | increased by55 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $120,438,000 | $159,068,553 | increased by$38,630,553 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 545 | 608 | increased by63 |
| Apr 1, 2022 | Clients | 264 | 273 | increased by9 |
| Apr 1, 2022 | AUM | $106,840,000 | $120,438,000 | increased by$13,598,000 |
| Apr 1, 2022 | Accounts | 478 | 545 | increased by67 |
| Jul 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CLEARVIEW WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CLEARVIEW WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.