CLEARVIEW WEALTH ADVISORS, LLC

RIASEC RegisteredEst. 2019

Total AUM

$202M

Discretionary

$202M

100% of AUM

Avg account

$245K

Accounts

823

Employees

Advisory reps

Firm details

Headquarters: SALEM, Oregon
CRD number: 305737
Registered since: October 21, 2019
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals52.38%
HNWI47.19%
Corporations / Businesses0.43%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Clearview Wealth Advisors, LLC is an independent registered investment adviser that focuses on individualized financial planning and portfolio management for individuals and small businesses. The firm acts as a capital allocator and will select third‑party managers when appropriate rather than restricting clients to in‑house strategies. Its advisory services are delivered under a fee model that combines percentage‑of‑AUM billing with options for hourly and fixed fees, reflecting a mix of ongoing portfolio oversight and project‑based planning work. Investment activity shows a clear tilt toward public funds and income‑oriented pooled vehicles. The firm's reported equity and ETF positions are concentrated in broad public funds, with its largest position held in the Capital Group Core Plus Income ETF. Clearview is not positioned as an active ESG investor and does not present as a multi‑state institutional consultant; its mandate is centered on serving individual and family clients through tailored portfolios and the selective use of external managers.