CLEARVIEW FAMILY WEALTH, LLC
Firm details
- Headquarters
- PEABODY, Massachusetts
- CRD number
- 342171
- Registered since
- May 21, 2026
- Fee structure
- Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Clearview Family Wealth, LLC is organized as a limited liability company and is registered with the SEC as of 2026. The firm is newly formed and owned by an individual; it identifies itself as a capital allocator and charges fixed fees for its services. Core advisory activities listed include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. The firm does not identify as an ESG investor and is not set up as a multi-state adviser or pension consultant. An accounting affiliation is noted in its industry relationships.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Reggie Peral
Financial PlannerCRD 6991790
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PEABODY, MA
ESSEX
Location
PEABODY, MA
Headquartered in PEABODY, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- ESSEX
- Address
- 24 Main St
- Time zone
- ET (UTC-5)
- Office locations
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