CLEAR VIEW WEALTH ADVISORS

CLEAR VIEW WEALTH ADVISORS of ORCHARD PARK, NY is an SEC-registered investment adviser (CRD 299247). Regulatory assets under management: $26.4M.

Registration

• CRD: 299247
• Type: Registered investment adviser
• Location: 4211 NORTH BUFFALO ROAD, ORCHARD PARK, NY, 14127
• Phone: 716-646-1515
• Latest filing: 2026-03-26
• Regulatory AUM: $26.4M
• Discretionary AUM: $26.4M
• Clients: 1
• Accounts: 148

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 299247 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search