Clearview Wealth Advisors, LLC
Clearview Wealth Advisors, LLC is an SEC-registered mass-market adviser in Salem, OR with $201.8M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Clearview Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 305737, SEC 801-117527, data through 2026-03-17.
- AUM (assets under management / regulatory AUM)
- $201.8M (2026-03-17)
- Firm type
- Mass-Market Adviser
- Location
- Salem, OR
- Employees
- 5
- Clients
- 348
- CRD
- 305737
- Ownership
- COURSEY WEALTH ADVISING, P.C.; BOUCHER WEALTH MANAGEMENT, P.C.; ARCHSTONE ENTERPRISES, P.C.; BOUCHER, RONALD, RAY; THOMAS, DAWN, LEIGH
How much AUM does Clearview Wealth Advisors, LLC have?
Clearview Wealth Advisors, LLC reported $201.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-17).
Who owns Clearview Wealth Advisors, LLC?
Disclosed owners and executives of Clearview Wealth Advisors, LLC include COURSEY WEALTH ADVISING, P.C., BOUCHER WEALTH MANAGEMENT, P.C., ARCHSTONE ENTERPRISES, P.C., BOUCHER, RONALD, RAY, THOMAS, DAWN, LEIGH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.