CLEARVIEW WEALTH MANAGEMENT, LLC

CLEARVIEW WEALTH MANAGEMENT, LLC of IRVINE, CA is an SEC-registered investment adviser (CRD 288978). Regulatory assets under management: $178.5M.

Registration

• CRD: 288978
• SEC file number: 801-121594
• Type: Registered investment adviser
• Location: 4 VENTURE, SUITE 120, IRVINE, CA, 92618
• Phone: 949-333-6394
• Latest filing: 2026-06-23
• Regulatory AUM: $178.5M
• Discretionary AUM: $178.5M
• Clients: 3
• Accounts: 646

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (6)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 288978 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search