{
  "crd_number": 342171,
  "slug": "clearview-family-wealth-llc-peabody-ma-342171",
  "primary_business_name": "CLEARVIEW FAMILY WEALTH, LLC",
  "legal_name": "CLEARVIEW FAMILY WEALTH, LLC",
  "dbas": [],
  "city": "Peabody",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "120-Day Approval",
  "registration_date": "2026-05-21",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-09-29",
  "carried_forward": false,
  "raum_total": 0.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "commissions",
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MA",
    "TX"
  ],
  "websites": [
    "https://clearviewfw.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/342171",
  "city_as_filed": "PEABODY",
  "url": "https://advisorcensus.com/firm/clearview-family-wealth-llc-peabody-ma-342171",
  "display_name": "Clearview Family Wealth, LLC",
  "summary": "Clearview Family Wealth, LLC is an SEC-registered investment advisory firm in Peabody, MA, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 29, 2026.",
  "citation": "AdvisorCensus. Clearview Family Wealth, LLC (CRD 342171): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Commissions"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Clearview Family Wealth, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Clearview Family Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); commissions."
    },
    {
      "q": "How much does Clearview Family Wealth, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated August 19, 2026 states: Flat fee: $7,500 to $30,000 a year (wealth management services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Clearview Family Wealth, LLC located?",
      "a": "Clearview Family Wealth, LLC's principal office is in Peabody, MA, according to its Form ADV."
    },
    {
      "q": "Is Clearview Family Wealth, LLC registered with the SEC or a state?",
      "a": "Clearview Family Wealth, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 342171."
    },
    {
      "q": "How much does Clearview Family Wealth, LLC manage?",
      "a": "Clearview Family Wealth, LLC reports $0 in regulatory assets under management in its Form ADV filing dated September 29, 2026."
    },
    {
      "q": "Does Clearview Family Wealth, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/342171"
    },
    {
      "q": "What changed in Clearview Family Wealth, LLC's recent Form ADV filings?",
      "a": "In the June 2026 filing data: Newly registered with the SEC."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated August 19, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $7,500 to $30,000 a year (wealth management services)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $7,500 to $30,000 a year (wealth management services)"
        ],
        "quotes": [
          "When assets under management exceed $750,000, wealth management fees will be assessed as a fixed fee ranging from $7,500 to $30,000 annually based on several factors"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 7500.0,
          "max": 30000.0,
          "period": "annual",
          "service": "wealth management services"
        }
      ]
    },
    "quotes": [
      "When assets under management exceed $750,000, wealth management fees will be assessed as a fixed fee ranging from $7,500 to $30,000 annually based on several factors"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/clearview-family-wealth-llc-peabody-ma-342171.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/342171",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}