CLEAR VIEW WEALTH ADVISORS, LLC

CLEAR VIEW WEALTH ADVISORS, LLC is an SEC-registered investment adviser (CRD 154094). Regulatory assets under management: $24.1M.

Registration

• CRD: 154094
• Type: Registered investment adviser
• Phone: 978-388-0020
• Latest filing: 2026-01-15
• Regulatory AUM: $24.1M
• Discretionary AUM: $23.9M
• Non-discretionary AUM: $222K
• Clients: 1
• Accounts: 46

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 154094 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search