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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Clearview Wealth Advisors LLC
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|---|---|
| CRD # | 305737 |
| SEC # | 801-117527 |
| CIK # | 0001840306 |
| AUM | $183.7 M (2025-06-30) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 503-400-7800 |
| Address | 2035 Madrona Ave SE Salem, OR 97302 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apollo Global Management Inc | 3.2 | ||
| Microsoft Corp | 2.3 | ||
| Chevron Corp | 1.5 | ||
| Apple Inc | 1.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 332 | 100.2 |
| (b) Individuals (high net worth individuals) | 60 | 82.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 872 | 183.7 |
| By Discretionary | ||
| Discretionary | 872 | 183.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 872 | 183.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 183.7 | |
| Total | 872 | 183.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001840306] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Alere Planning LLC
✚
|
MD | 0.2 |
|
Angelus Investment Consulting Inc
✚
|
FL | 0.2 |
|
Lighthouse Financial Management LLC
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|
RI | 0.2 |
|
Pullen Investment Management LLC
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|
FL | 0.2 |
|
Flying Point Financial Inc
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|
MA | 0.2 |
|
Southport Station Financial Management LLC
✚
|
CT | 0.2 |
|
New Horizon Financial Strategies LLC
✚
|
NY | 0.2 |
|
CornerStone Enterprises LLC
✚
|
WI | 0.2 |
|
IA Network LLC
✚
|
NC | 0.2 |
|
ORCA Investment Management LLC
✚
|
OR | 0.2 |