Clearview Family Wealth, LLC

Overview

Clearview Family Wealth, LLC is a newly formed, owner-operated limited liability company that registered with the SEC in 2026. The firm positions itself as a capital allocator and financial planning/advisory practice focused on individuals and small businesses. Its advisory services include financial planning, discretionary portfolio management for individual and small-business clients, and the selection of other advisers; it also operates as an insurance broker. The firm’s fee model is a blend of percentage-of-AUM pricing, fixed fees, and commissions, which suggests it will serve clients across different engagement types and service levels. Clearview is not identified as an active ESG investor, is not designated a multi-state adviser, and does not list pension consulting or related-adviser activity.

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Investments & Alternatives

Location & Offices