# Clear View Wealth Advisors

> Clear View Wealth Advisors is a state-registered investment advisory firm in Orchard Park, NY, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 299247
- Filed as: CLEAR VIEW WEALTH ADVISORS
- Legal name: Clear View Wealth Advisors, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Orchard Park, NY
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/299247
- AdvisorCensus page: https://advisorcensus.com/firm/clear-view-wealth-advisors-orchard-park-ny-299247

## Quick answers

**How is Clear View Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Clear View Wealth Advisors reports these compensation arrangements: a percentage of assets under its management.

**Where is Clear View Wealth Advisors located?**
Clear View Wealth Advisors' principal office is in Orchard Park, NY, according to its Form ADV.

**Is Clear View Wealth Advisors registered with the SEC or a state?**
Clear View Wealth Advisors is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 299247.

**How much does Clear View Wealth Advisors manage?**
Clear View Wealth Advisors reports $26,377,061 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**What types of clients does Clear View Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (144).

**Does Clear View Wealth Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/299247

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $26,377,061
- Discretionary: $26,377,061
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 144 | $16,301,935 |
| High net worth individuals | Fewer than 5 | $10,075,126 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- primianofinancial.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Clear View Wealth Advisors (CRD 299247): Form ADV filing data as of October 2026.