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
Firm Details
- Organization Type
- Corporation
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 18, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CLARK, WILLIAM, ERIC | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CLARK, WILLIAM, ERIC | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CLARK, WILLIAM, ERIC | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CLARK, WILLIAM, ERIC | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CLARK, WILLIAM, ERIC | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CLARK, WILLIAM, ERIC | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CLARK, WILLIAM, ERIC | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CLARK, WILLIAM, ERIC | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CLARK, WILLIAM, ERIC | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CLARK, WILLIAM, ERIC | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CLARK, WILLIAM, ERIC | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CLARK, WILLIAM, ERIC | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CLARK, WILLIAM, ERIC | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CLARK, WILLIAM, ERIC | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CLARK, WILLIAM, ERIC | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| CLARK, WILLIAM, ERIC | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SHERRARD, CHERYL, J | I | SECRETARY | C | Control |
| SHERRARD, CHERYL, J | I | SECRETARY | C | Control |
| SHERRARD, CHERYL, J | I | SECRETARY | C | Control |
| SHERRARD, CHERYL, J | I | SECRETARY | C | Control |
| SHERRARD, CHERYL, J | I | SECRETARY | C | Control |
| SHERRARD, CHERYL, J | I | SECRETARY | C | Control |
| SHERRARD, CHERYL, J | I | SECRETARY | C | Control |
| SHERRARD, CHERYL, J | I | SECRETARY | C | Control |
| SHERRARD, CHERYL, J | I | SECRETARY | C | Control |
| SHERRARD, CHERYL, J | I | SECRETARY | C | Control |
| SHERRARD, CHERYL, J | I | SECRETARY | C | Control |
| SHERRARD, CHERYL, J | I | SECRETARY | C | Control |
| SHERRARD, CHERYL, J | I | SECRETARY | C | Control |
| SHERRARD, CHERYL, J | I | SECRETARY | C | Control |
| SHERRARD, CHERYL, J | I | SECRETARY | C | Control |
| SHERRARD, CHERYL, J | I | SECRETARY | C | Control |
Registrations
Federal
IA
Aug 18, 2025 REGISTERED
Notice Filings (2)
NC SC
Address
6836 CARNEGIE BLVD.SUITE 200
CHARLOTTE, NC 28211
United States
Phone: 704-837-4317