RIA Intel›Advisers›New York›CLEAR VIEW WEALTH ADVISORS, LLC

CLEAR VIEW WEALTH ADVISORS, LLC

Advisory

ORCHARD PARK, NY

Data as of Mar 26, 2026 · Source: SEC Form ADV

Rank in NY
#4,886
of 5,722 advisers by AUM
Average account
$178K
across 148 accounts
AUM per adviser
$26M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM
$26M
Discretionary %
100%
Clients
144
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$26M
Discretionary AUM$26M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients144
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, NY
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NY

Closest by assets under management. All figures from Form ADV.

CALDWELL ASSET MANAGEMENT INC.
NEW YORK, NY
$26M
-14.6% 1Y
PROXY INTERNATIONAL LLC
NEW YORK, NY
$26M
0.0% 1Y
GARFINKEL ASSET MANAGEMENT, INC.
MINEOLA, NY
$26M
LAURUS CAPITAL MANAGEMENT, LLC
NEW YORK, NY
$26M
-74.5% 1Y
SPRING STREET WEALTH, LLC
NEW YORK, NY
$26M
CARPENTER, RICHARD KEVIN
UTICA, NY
$26M
-12.3% 1Y

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