CLEARVIEW WEALTH ADVISORS, LLC
CRD #305737 SEC #801-117527 SALEM, OR 503-400-7800
SEC Registered
Total AUM
$183.7M
Discretionary
$183.7M
Employees
5
Clients
0
Accounts
872
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $183.7M | $183.7M | $0 | 5 | 0 |
| Sep 2025 | $183.7M | $183.7M | $0 | 5 | 0 |
| Jun 2025 | $183.7M | $183.7M | $0 | 5 | 0 |
| Mar 2025 | $183.7M | $183.7M | $0 | 5 | 0 |
| Sep 2024 | $175.4M | $175.4M | $0 | 5 | 0 |
| Mar 2024 | $175.4M | $175.4M | $0 | 5 | 0 |
| Sep 2023 | $178.5M | $178.5M | $0 | 5 | 0 |
| Mar 2023 | $178.5M | $178.5M | $0 | 5 | 0 |
| Oct 2022 | $217.6M | $214.9M | $2.7M | 6 | 0 |
| Mar 2022 | $217.6M | $214.9M | $2.7M | 6 | 0 |
| Aug 2021 | $225.9M | $219.6M | $6.3M | 6 | 0 |
| Mar 2021 | $225.9M | $219.6M | $6.3M | 6 | 0 |
| Jun 2020 | $193M | $187.3M | $5.6M | 6 | 0 |
| Jun 2020 | $193M | $187.3M | $5.6M | 6 | 0 |
| Apr 2020 | $193M | $187.3M | $5.6M | 6 | 0 |
| Feb 2020 | $193M | $187.3M | $5.6M | 6 | 0 |
| Sep 2019 | $0 | $0 | $0 | 6 | 0 |
DateOct 2025
Total AUM$183.7M
Discretionary$183.7M
Non-Disc.$0
Employees5
Clients0
DateSep 2025
Total AUM$183.7M
Discretionary$183.7M
Non-Disc.$0
Employees5
Clients0
DateJun 2025
Total AUM$183.7M
Discretionary$183.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2025
Total AUM$183.7M
Discretionary$183.7M
Non-Disc.$0
Employees5
Clients0
DateSep 2024
Total AUM$175.4M
Discretionary$175.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$175.4M
Discretionary$175.4M
Non-Disc.$0
Employees5
Clients0
DateSep 2023
Total AUM$178.5M
Discretionary$178.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$178.5M
Discretionary$178.5M
Non-Disc.$0
Employees5
Clients0
DateOct 2022
Total AUM$217.6M
Discretionary$214.9M
Non-Disc.$2.7M
Employees6
Clients0
DateMar 2022
Total AUM$217.6M
Discretionary$214.9M
Non-Disc.$2.7M
Employees6
Clients0
DateAug 2021
Total AUM$225.9M
Discretionary$219.6M
Non-Disc.$6.3M
Employees6
Clients0
DateMar 2021
Total AUM$225.9M
Discretionary$219.6M
Non-Disc.$6.3M
Employees6
Clients0
DateJun 2020
Total AUM$193M
Discretionary$187.3M
Non-Disc.$5.6M
Employees6
Clients0
DateJun 2020
Total AUM$193M
Discretionary$187.3M
Non-Disc.$5.6M
Employees6
Clients0
DateApr 2020
Total AUM$193M
Discretionary$187.3M
Non-Disc.$5.6M
Employees6
Clients0
DateFeb 2020
Total AUM$193M
Discretionary$187.3M
Non-Disc.$5.6M
Employees6
Clients0
DateSep 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0