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ClearView Wealth Management
We are a full service Wealth Management Firm located in Irvine, CA. As experienced CERTIFIED FINANCIAL PLANNER TM professionals, our purpose is to make a...
ClearView Wealth Management
We are a full service Wealth Management Firm located in Irvine, CA. As experienced CERTIFIED FINANCIAL PLANNER TM professionals, our purpose is to make a difference in the lives of our clients by providing them with exceptional financial planning, wealth management, and retirement planning advice. We offer independent and ongoing financial planning advice, customized investment management strategies, tax planning, and insurance solutions to help clients maximize their resources and achieve their life goals.
General information
Firm type
Bank / Wealth / Trust
Year founded
2018
Location
Region
North America
Country
United States
City
Irvine
Corporate office
Charlotte, NC, United States
Frequently asked questions
Is ClearView Wealth Management a broker-dealer or a registered investment advisor?
ClearView Wealth Management operates as a registered investment advisor, not a broker-dealer. This means the firm is legally bound by the fiduciary standard under the Investment Advisers Act of 1940, requiring it to act in the best interests of its clients on every decision. In Charlotte's concentrated financial services market, this regulatory distinction separates the firm from the commission-based and bank-owned broker-dealer models that are prevalent in the region.
Who are ClearView's principals?
ClearView Wealth Management does not publicly identify its founding principals, investment committee members, or key advisory personnel through its website or standard regulatory marketing disclosures. This is common among smaller RIAs that serve a tight-knit client base through personal relationships rather than institutional brand-building. Absent a press profile or a detailed Form ADV Part 2B, the firm's leadership structure remains opaque to outside allocators.
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