# Clearview Family Wealth, LLC

> 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.

- CRD: 342171
- Filed as: CLEARVIEW FAMILY WEALTH, LLC
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: Peabody, MA
- Filing period: October 2026
- Form ADV filing dated: September 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/342171
- AdvisorCensus page: https://advisorcensus.com/firm/clearview-family-wealth-llc-peabody-ma-342171

## Quick answers

**How is Clearview Family Wealth, LLC compensated?**
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.

**How much does Clearview Family Wealth, LLC charge?**
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.

**Where is Clearview Family Wealth, LLC located?**
Clearview Family Wealth, LLC's principal office is in Peabody, MA, according to its Form ADV.

**Is Clearview Family Wealth, LLC registered with the SEC or a state?**
Clearview Family Wealth, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 342171.

**How much does Clearview Family Wealth, LLC manage?**
Clearview Family Wealth, LLC reports $0 in regulatory assets under management in its Form ADV filing dated September 29, 2026.

**Does Clearview Family Wealth, LLC report any disciplinary disclosures?**
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

**What changed in Clearview Family Wealth, LLC's recent Form ADV filings?**
In the June 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions

### Fees and minimums (Form ADV Part 2A brochure dated August 19, 2026)

- Flat fee: $7,500 to $30,000 a year (wealth management services)

> 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

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

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

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Changes in the filing (last 12 months)

### June 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Clearview Family Wealth, LLC (CRD 342171): Form ADV filing data as of October 2026.