SHERCLAR, INC
Legal name: CLEARVIEW WEALTH MANAGEMENT
CRD #166812 SEC #801-112778 CHARLOTTE, NC 704-837-4317
SEC Registered
Total AUM
$170.7M
Discretionary
$170.7M
Employees
4
Clients
51
Accounts
512
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $170.7M | $170.7M | $0 | 4 | 0 |
| Aug 2025 | $170.7M | $170.7M | $0 | 4 | 0 |
| Feb 2025 | $170.7M | $170.7M | $0 | 4 | 0 |
| Jun 2024 | $148M | $148M | $0 | 3 | 0 |
| Feb 2024 | $148M | $148M | $0 | 3 | 0 |
| Feb 2023 | $132.7M | $132.7M | $0 | 3 | 120 |
| Mar 2022 | $140M | $140M | $0 | 3 | 0 |
| Feb 2021 | $124.4M | $124.4M | $0 | 3 | 0 |
| May 2020 | $111.8M | $111.8M | $0 | 3 | 0 |
| Mar 2020 | $111.8M | $111.8M | $0 | 3 | 0 |
| Feb 2019 | $96.8M | $96.8M | $0 | 3 | 0 |
| Sep 2018 | $101.3M | $101.3M | $0 | 3 | 0 |
| Mar 2018 | $101.3M | $101.3M | $0 | 3 | 0 |
| Mar 2018 | $101.3M | $101.3M | $0 | 3 | 0 |
DateAug 2025
Total AUM$170.7M
Discretionary$170.7M
Non-Disc.$0
Employees4
Clients0
DateAug 2025
Total AUM$170.7M
Discretionary$170.7M
Non-Disc.$0
Employees4
Clients0
DateFeb 2025
Total AUM$170.7M
Discretionary$170.7M
Non-Disc.$0
Employees4
Clients0
DateJun 2024
Total AUM$148M
Discretionary$148M
Non-Disc.$0
Employees3
Clients0
DateFeb 2024
Total AUM$148M
Discretionary$148M
Non-Disc.$0
Employees3
Clients0
DateFeb 2023
Total AUM$132.7M
Discretionary$132.7M
Non-Disc.$0
Employees3
Clients120
DateMar 2022
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees3
Clients0
DateFeb 2021
Total AUM$124.4M
Discretionary$124.4M
Non-Disc.$0
Employees3
Clients0
DateMay 2020
Total AUM$111.8M
Discretionary$111.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$111.8M
Discretionary$111.8M
Non-Disc.$0
Employees3
Clients0
DateFeb 2019
Total AUM$96.8M
Discretionary$96.8M
Non-Disc.$0
Employees3
Clients0
DateSep 2018
Total AUM$101.3M
Discretionary$101.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$101.3M
Discretionary$101.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$101.3M
Discretionary$101.3M
Non-Disc.$0
Employees3
Clients0