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CLEARVIEW WEALTH MANAGEMENT

CHARLOTTE, NC · CRD 166812 · IAPD ↗ · clearviewwealthmgmt.com · 704-837-4317

$182.4MRegulatory AUM
4Advisory reps
4Employees
0Clients
101-250Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2026 — CLEARVIEW WEALTH MANAGEMENT reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.