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| Happy Holidays!! thanks for using AUM13F!! |
| Clearview Wealth Management LLC
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|---|---|
| CRD # | 288978 |
| SEC # | 801-121594 |
| CIK # | |
| AUM | $159.1 M (2025-03-27) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 949-333-6394 |
| Address | 4 Venture Irvine, CA 92618 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 218 | 53.1 |
| (b) Individuals (high net worth individuals) | 63 | 89.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 36 | 8.1 |
| (h) Charitable organizations | 9 | 3.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 5.4 |
| (n) Other | 0 | 0.0 |
| Total | 608 | 159.1 |
| By Discretionary | ||
| Discretionary | 608 | 159.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 608 | 159.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 159.1 | |
| Total | 608 | 159.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
DBK Financial Counsel LLC
✚
|
OH | 0.2 |
|
Naylor Capital LLC
✚
|
0.2 | |
|
Rockhill Advisors LLC
✚
|
ID | 0.2 |
|
High Pines Wealth Management LLC
✚
|
MA | 0.2 |
|
Robert Priske LLC
✚
|
HI | 0.2 |
|
DRH Investments Inc
✚
|
CA | 0.2 |
|
Murphy Clarke Williams & Stone LLC
✚
|
FL | 0.2 |
|
Collins Advisors LLC
✚
|
NY | 0.2 |
|
Accredited Wealth Management LLC
✚
|
KY | 0.2 |
|
Newport Investment Advisors Inc
✚
|
OH | 0.2 |