RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Oct 31, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
PHILLIPS, MARK, DAVIDIPRINCIPAL & CHIEF COMPLIANCE OFFICERD Control
PHILLIPS, MARK, DAVIDIPRINCIPAL & CHIEF COMPLIANCE OFFICERD Control
PHILLIPS, MARK, DAVIDIPRINCIPAL & CHIEF COMPLIANCE OFFICERD Control
PHILLIPS, MARK, DAVIDIPRINCIPAL & CHIEF COMPLIANCE OFFICERD Control
PHILLIPS, MARK, DAVIDIPRINCIPAL & CHIEF COMPLIANCE OFFICERD Control
PHILLIPS, MARK, DAVIDIPRINCIPAL & CHIEF COMPLIANCE OFFICERD Control
PHILLIPS, MARK, DAVIDIPRINCIPAL & CHIEF COMPLIANCE OFFICERD Control
PHILLIPS, MARK, DAVIDIPRINCIPAL & CHIEF COMPLIANCE OFFICERD Control
PHILLIPS, MARK, DAVIDIPRINCIPAL & CHIEF COMPLIANCE OFFICERD Control
BAUTISTA, NICHOLAS, JOSEPHIPRINCIPALB
BAUTISTA, NICHOLAS, JOSEPHIPRINCIPALB
BAUTISTA, NICHOLAS, JOSEPHIPRINCIPALB
BAUTISTA, NICHOLAS, JOSEPHIPRINCIPALB
BAUTISTA, NICHOLAS, JOSEPHIPRINCIPALB
BAUTISTA, NICHOLAS, JOSEPHIPRINCIPALB
BAUTISTA, NICHOLAS, JOSEPHIPRINCIPALB
BAUTISTA, NICHOLAS, JOSEPHIPRINCIPALB
BAUTISTA, NICHOLAS, JOSEPHIPRINCIPALB
FIGARSKY, ERIC, DANIELIPRINCIPALB
FIGARSKY, ERIC, DANIELIPRINCIPALB
FIGARSKY, ERIC, DANIELIPRINCIPALB
FIGARSKY, ERIC, DANIELIPRINCIPALB
FIGARSKY, ERIC, DANIELIPRINCIPALB
FIGARSKY, ERIC, DANIELIPRINCIPALB
FIGARSKY, ERIC, DANIELIPRINCIPALB
FIGARSKY, ERIC, DANIELIPRINCIPALB
FIGARSKY, ERIC, DANIELIPRINCIPALB

Registrations

Federal

IA
Oct 31, 2025 REGISTERED

Notice Filings (6)

AZ CA FL OH TX WA

Address

4 VENTURE
SUITE 120
IRVINE, CA 92618
United States
Phone: 949-333-6394