CLEARVIEW WEALTH MANAGEMENT, LLC
Legal name: CLEARVIEW WEALTH MANAGEMENT
CRD #288978 SEC #801-121594 IRVINE, CA 949-333-6394
SEC Registered
Total AUM
$159.1M
Discretionary
$159.1M
Employees
4
Clients
51
Accounts
608
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $159.1M | $159.1M | $0 | 4 | 6 |
| Mar 2025 | $159.1M | $159.1M | $0 | 4 | 6 |
| Jun 2024 | $145.1M | $145.1M | $0 | 4 | 44 |
| Jun 2023 | $128M | $128M | $12K | 5 | 64 |
| Mar 2023 | $128M | $128M | $12K | 5 | 64 |
| Jun 2022 | $120.4M | $117.8M | $2.7M | 4 | 37 |
| Mar 2022 | $120.4M | $117.8M | $2.7M | 4 | 37 |
| Sep 2021 | $106.8M | $106.8M | $0 | 4 | 40 |
| May 2021 | $106.8M | $106.8M | $0 | 4 | 40 |
DateOct 2025
Total AUM$159.1M
Discretionary$159.1M
Non-Disc.$0
Employees4
Clients6
DateMar 2025
Total AUM$159.1M
Discretionary$159.1M
Non-Disc.$0
Employees4
Clients6
DateJun 2024
Total AUM$145.1M
Discretionary$145.1M
Non-Disc.$0
Employees4
Clients44
DateJun 2023
Total AUM$128M
Discretionary$128M
Non-Disc.$12K
Employees5
Clients64
DateMar 2023
Total AUM$128M
Discretionary$128M
Non-Disc.$12K
Employees5
Clients64
DateJun 2022
Total AUM$120.4M
Discretionary$117.8M
Non-Disc.$2.7M
Employees4
Clients37
DateMar 2022
Total AUM$120.4M
Discretionary$117.8M
Non-Disc.$2.7M
Employees4
Clients37
DateSep 2021
Total AUM$106.8M
Discretionary$106.8M
Non-Disc.$0
Employees4
Clients40
DateMay 2021
Total AUM$106.8M
Discretionary$106.8M
Non-Disc.$0
Employees4
Clients40