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| Clearview Wealth Management LLC
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|---|---|
| CRD # | 288978 |
| SEC # | 801-121594 |
| CIK # | 0001857588 |
| AUM | 178.5 M (2026-06-23) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 949-333-6394 |
| Address | 4 Venture Irvine, CA 92618 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001857588 |
| Sector | Form 13F Holdings | Value ($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 | ||
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| 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 |
| Clients | 6 |
| Serves | Institutional, Retail |
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|---|---|---|
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