CLEARVIEW WEALTH ADVISORS, LLC

CLEARVIEW WEALTH ADVISORS, LLC of SALEM, OR is an SEC-registered investment adviser (CRD 305737). Regulatory assets under management: $201.8M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (6)

NameRoleLocation
Dawn Leigh ThomasCHIEF COMPLIANCE OFFICER
Michael Bert CourseyMANAGER; MEMBER
BOUCHER RONALD RAYMANAGER; MEMBER
WON WING BENNYMANAGER; MEMBER
COURSEY MICHAEL BERTMANAGER; MEMBER
THOMAS DAWN LEIGHCHIEF COMPLIANCE OFFICER

Branch offices (4)

CityStateEmployeesPhone
1503-400-7800
1503-400-7800
1503-400-7800
1503-400-7800

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