RIA Intel›Advisers›Oregon›CLEARVIEW WEALTH ADVISORS, LLC

CLEARVIEW WEALTH ADVISORS, LLC

Advisory

N·SALEM, OR

Data as of Mar 17, 2026 · Source: SEC Form ADV

Total AUM
$202M
1-Year AUM Growth
-1.8%
3-Year CAGR
-7.9%
Employees
2
Assets Under Management
Total AUM$202M
Discretionary AUM$202M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients392
Team
Total Employees2
Investment Advisers5
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record13
First FilingSep 23, 2019
Latest FilingMar 17, 2026
🔒 Full AUM trend chart and 13 historical filings spanning 7+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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