CLEARVUE ADVISORS LLC

CLEARVUE ADVISORS LLC is an SEC-registered investment adviser (CRD 136600). Regulatory assets under management: $47.8M.

Registration

• CRD: 136600
• Type: Registered investment adviser
• Phone: 617-696-0140
• Latest filing: 2026-03-31
• Regulatory AUM: $47.8M
• Discretionary AUM: $47.6M
• Non-discretionary AUM: $245K
• Clients: 1
• Accounts: 49

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 136600 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search