← Tributary

CLEARVIEW WEALTH ADVISORS, LLC

SALEM, OR · CRD 305737 · IAPD ↗ · 503-400-7800

$201.8MRegulatory AUM
2Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
September 2026 — CLEARVIEW WEALTH ADVISORS, LLC (SALEM, OR) left the SEC roster (was $201.8M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
50
October 2024 — CLEARVIEW WEALTH ADVISORS, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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