CLEARVIEW WEALTH ADVISORS, LLC
Adviser information for CLEARVIEW WEALTH ADVISORS, LLC last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Oregon, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 885 | $175.4M |
| Non-Discretionary | 0 | $0 |
| Total | 885 | $175.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 445 | $103.0M |
| HNW Individuals | 60 | $66.9M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $316,000 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $5.2M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-117527 |
|---|---|
| SEC ERA File Number | 801-117527 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 305737 |
| Legal Entity Identifier | None |
Principal Office
735 COMMERCIAL ST SESALEM
OR
United States
Monday - Friday, 8:00 AM TO 4:00 PM
Tel: 503-400-7800, Fax: 503-990-7663
Websites
Chief Compliance Officer
DAWN THOMAS
SENIOR CLIENT ASSOCIATE
735 COMMERCIAL ST SE
SALEM
OR
United States
Tel:
503-400-7800
Fax:
503-990-7663
D***@**********M
(Full email address available in API data)
Regulatory Contact
PAUL MALLORY
COMPLIANCE CONSULTANT
4620 HAMPTON BLVD
ROYAL OAK
MI
United States
Tel:
248-830-3715
P*******@********************T
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| COURSEY WEALTH ADVISING, P.C. | Domestic Entity | – | MEMBER | 07/2019 | > 75% |
| THOMAS, DAWN, LEIGH | Individual | – | CHIEF COMPLIANCE OFFICER | 07/2019 | < 5% |
| COURSEY, MICHAEL, BERT | Individual | – | MANAGER | 07/2019 | < 5% |
| COURSEY, MICHAEL, BERT | Individual | COURSEY WEALTH ADVISING, P.C. | MEMBER | 09/2012 | > 75% |