Clearview Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Charlotte, NC. Its latest Form ADV filing, dated March 17, 2026, reports $182M in regulatory assets under management, 4 employees, and 510 accounts.
Assets Under Management
$182M
Employees
4
Offices
--
Total Clients
144
Primary office
CHARLOTTE, NC
6836 CARNEGIE BLVD., SUITE 200, CHARLOTTE, NC, United States
Portfolio management for individuals and small businesses
Publication of periodicals or newsletters
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 55.6% of total clients.
Top client categories% of clientsClients
1
Individuals
55.6%
80
2
HNWI
44.4%
64
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$182Mas of March 17, 2026
Discretionary100.0%
$182M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$182M
Total Accounts510
10Y AUM Change+$81M (+80.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee36:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.