Clearview Wealth Management
Clearview Wealth Management is an SEC-registered mass-market adviser in Irvine, CA with $178.5M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Clearview Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 288978, SEC 801-121594, data through 2026-06-23.
- AUM (assets under management / regulatory AUM)
- $178.5M (2026-06-23)
- Firm type
- Mass-Market Adviser
- Location
- Irvine, CA
- Employees
- 3
- Clients
- 386
- CRD
- 288978
- Ownership
- PHILLIPS, MARK, DAVID; BAUTISTA, NICHOLAS, JOSEPH; FIGARSKY, ERIC, DANIEL
How much AUM does Clearview Wealth Management have?
Clearview Wealth Management reported $178.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-23).
Who owns Clearview Wealth Management?
Disclosed owners and executives of Clearview Wealth Management include PHILLIPS, MARK, DAVID, BAUTISTA, NICHOLAS, JOSEPH, FIGARSKY, ERIC, DANIEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.