Clearview Wealth Management LLC

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Clearview Wealth Management LLC
CRD #288978
SEC #801-121594
CIK #0001857588
AUM 178.5 M (2026-06-23)
Employees 3 (67% Investors, 0% Brokers)
Fees
Minimum
Phone949-333-6394
Address4 Venture
Irvine, CA 92618
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
180144108723602010201520212027
Fees and Compensation — Form ADV Part 2A (6/23/2026) [Brochure]
Item 5 Fees and Compensation
  Financial Planning Fees

  For our financial planning services that we provide to clients separately from or inclusive of
  investment management, we receive a fixed fee paid either annually quarterly or monthly
  from the client. This fee is negotiated in advance with the client based in part on the time
  commitment and scope of work agreed to. Our fees typically range from $600 per year
  ($50 monthly) to $10,000 per year ($833 monthly) however, under special circumstances
  they may be greater or lesser than these amounts.

  Under special circumstances we may charge an hourly fee or a fixed limited term fee for
  work that is not expected to be continuous and ongoing with a client.

     ●   Hourly Basis (not to exceed $500/hour)
     ●   Fixed Fee on a limited term/engagement or project basis (for work not expected to
         exceed 12 months)

     Tax Preparation Fees

  Fixed Fees range from: $300 - $6,000 determined by the needed support and complexity.

    Investment Management Fees

  For our investment advisory services, we typically charge a fee as a percentage of assets
  under management. This fee varies with the type of account, the scope of work, and the
  amount of assets in the account and in the client household that we manage. This fee rate is
  negotiated with the client and agreed to in advance. As such fee schedule with each client
  may be unique and varied from the next. Even within a client household different accounts,
  requiring different levels of advisory and oversight involvement may be charged at different
  fee rates. We may also, by agreement with the client, direct that investment advisory
  service fees for the household be charged to specific accounts rather than against the assets
  in all account’s pro rata. However, we will never charge a client more than 2.25% of the
  total of assets under management for that client’s household. The incremental maximum
  Investment management fee on a householding basis is as follows:

Clearview Wealth Management, LLC ADV 2B (062326)                                        7

    Incremental Assets in            Maximum Marginal Fee Rate       Maximum Quarterly Fee
    household                        (Annual)                        Rate
    First $100,000                   2.25%                           .5625%
    Next $150,000                    2.00%                           .50%
     Next $750,000                   1.85%                           .4625%
     Next $1,000,000                 1.70%                           .425%
    Over $2 million                  1.50%                           .375%

  In addition to the annual investment advisor management fee, and unless otherwise agreed
  between the client and the advisor, clients engaging Clearview Wealth Management as an
  investment advisor will pay transaction charges as described in the “Other Fees and/or
  Costs” section of their custodial agreement with their custodian (TD Ameritrade
  institutional, Schwab institutional, Fidelity institutional, etc.). These charges are collected
  directly by the third-party service providers and none of these fees is paid directly through
  to Clearview Wealth Management or any of its representatives.

    Retirement Plan Consulting Services Fees

  Clients may engage advisors for Retirement Plan Consulting services on a negotiated hourly,
  flat, fixed, and/or asset-based fee basis. Fixed annualized fees range from $3000-$60,000
  per year, however under special circumstances they may be greater or lesser than these
  amounts. A variable fee as a percentage of plan assets may range from 0% to 1.5%. In
  either circumstance the fee is negotiated in advance with the client based in part on the
  time commitment and scope of work agreed to. The maximum annual account consulting
  fee, when stated as a percentage of assets, is not to exceed 1.5% of plan assets unless that
  amount is less than $3000 which is the minimum retirement plan consulting annual fee.

  By agreement with the client we typically deduct the fixed and or variable advisory fees
  from the clients account(s) quarterly or monthly, however we may, alternatively, bill the
  client for these fees on an annualized, quarterly or monthly basis. Fees may be paid at the
  time of service, or in advance of service, by prearranged deduction from subject account,
  check, electronic fund transfer or credit card.

  Except as otherwise agreed to at the time our services are contracted all fees for financial
  planning services, investment management services, and retirement plan advisory services
  shall be charged and payable in advance. They may be paid in advance on a monthly
  quarterly or annual basis as agreed to with the advisor. If the advisory agreement is
  terminated before the end of a period for which fees have been collected in advance then
  the advisor will calculate the pro rata amount of fees collected that have been earned based
  on a time basis and the amount of unearned fees will be refunded to the client within 90
  days.

  Fees are subject to negotiation and will vary depending on the specific circumstances and
  services agreed to. The project and monthly fee engagements will generally include the
  development and delivery of a written report or plan at least one time. This may be done in
  digital (PDF) format and transmitted electronically to you or made available to you via a
  web site portal we will provide to you.

Clearview Wealth Management, LLC ADV 2B (062326)                                       8

  In the case of a monthly and ongoing arrangement, we will regularly (at least annually)
  review and update the analysis/plan with you. This may be done in digital (PDF) format and
  transmitted electronically to you or made available to you via a web site portal we will
  provide to you.

  Clearview Wealth Management’s services and fees may include investment management,
...
Account Minimums and Types of Clients — Form ADV Part 2A (6/23/2026) [Brochure]
Item 7 Types of Clients
  Clearview Wealth Management provide advisory services to the following types of clients:
  Individuals (including high net worth individuals), Trusts, Estates, Charitable Organizations,
  Pension/Profit Sharing Plan Sponsors/Fiduciaries, and Corporations/Other Businesses.

  There are no minimum accounts sizes engage in financial planning services, Investment
  Management services, or Retirement Consulting Services. There is however a minimum
  charge for each of these services.
Sector Form 13F Holdings Value ($M)
Alphabet Inc 2.5
Apple Inc 2.5
LOAR Holdings Inc 2.2
Nvidia Corp 1.5
Microsoft Corp 1.2
Visa Inc 1.1
Amazon Com Inc 1.0
 
 
 
 
Holdings by Sector ($M)
16012896643202025202520262027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 244 48.6
(b) Individuals (high net worth individuals) 95 115.3
(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 35 9.2
(h) Charitable organizations 9 3.4
(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 3 2.0
(n) Other 0 0.0
Total 646 178.5
By Discretionary
Discretionary 646 178.5
Non-Discretionary 0 0.0
Total 646 178.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 178.5
Total 646 178.5
EDGAR Form CIK 2011 - 2026
13F-HR [0001857588]
Firm Profile (Form ADV)
Discretionary AUM$0.1B
Clients6
ServesInstitutional, Retail
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