Clearview Family Wealth, LLC

Overview

Clearview Family Wealth, LLC is a newly formed, individually owned limited liability company that provides fee-based wealth management and financial planning. The firm is registered with the SEC in 2026 and describes itself as a capital allocator. Its core advisory services are financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. The firm charges either a percentage of assets under management or fixed fees. It does not identify as an active ESG investor, is not a multi‑state adviser, and does not list pension consulting or related‑adviser activities. Clearview lists an industry affiliation with an accountant, which suggests coordination with accounting professionals as part of its client service model. The firm’s stated capability to select other advisers indicates it may outsource or recommend external managers when clients require specialized strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices