RIA Intel›Advisers›New Hampshire›CLEARVIEW FINANCIAL STRATEGIES LLC

CLEARVIEW FINANCIAL STRATEGIES LLC

Advisory

NH

Data as of Mar 6, 2026 · Source: SEC Form ADV

Average account

$333K

across 39 accounts

AUM per adviser

$13M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 6, 2026.

Total AUM

$13M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$13M

Discretionary AUM$13M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients39

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA, NH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

39 clients

15 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NH

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

BREAKWATER ASSET MANAGEMENT, LLC

$13M

ADVISORS CAPITAL RESOURCE INC.

$14M

HONORABLE FINANCIAL SERVICES, LLC

$12M

OAKES FINANCIAL SERVICES, INC.

$12M

$14M

ARBORETUM INVESTMENT ADVISORS, LLC

$15M

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