# Clearview Wealth Management

> Clearview Wealth Management is an SEC-registered investment advisory firm in Irvine, CA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 23, 2026.

- CRD: 288978
- Filed as: CLEARVIEW WEALTH MANAGEMENT
- Legal name: Clearview Wealth Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Irvine, CA
- Filing period: October 2026
- Form ADV filing dated: June 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/288978
- AdvisorCensus page: https://advisorcensus.com/firm/clearview-wealth-management-irvine-ca-288978

## Quick answers

**How is Clearview Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Clearview Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Clearview Wealth Management located?**
Clearview Wealth Management's principal office is in Irvine, CA, according to its Form ADV.

**Is Clearview Wealth Management registered with the SEC or a state?**
Clearview Wealth Management is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 288978.

**How much does Clearview Wealth Management manage?**
Clearview Wealth Management reports $178,543,412 in regulatory assets under management in its Form ADV filing dated June 23, 2026 (100% discretionary).

**How have Clearview Wealth Management's assets and staff changed since 2021?**
In the Form ADV data for Clearview Wealth Management: Regulatory assets under management: $106,840,000 in the October 2021 data and $178,543,412 in the October 2026 data, up 67%. Total employees: 4 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Clearview Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (244); high net worth individuals (95); pension and profit sharing plans (but not the plan participants or government pension plans) (35).

**Which custodians does Clearview Wealth Management use?**
Clearview Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Clearview Wealth Management 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/288978

**Does Clearview Wealth Management state an account minimum?**
Its Form ADV Part 2A brochure dated June 23, 2026 says: "There are no minimum accounts sizes engage in financial planning services, Investment Management services, or Retirement Consulting Services."

**What changed in Clearview Wealth Management's recent Form ADV filings?**
In the July 2026 filing data: Employees performing advisory functions went from 3 to 2. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated June 23, 2026)

- Account minimum: None

> There are no minimum accounts sizes engage in financial planning services, Investment Management services, or Retirement Consulting Services.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $178,543,412
- Discretionary: $178,543,412
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 244 | $48,640,958 |
| High net worth individuals | 95 | $115,275,946 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 35 | $9,161,494 |
| Charitable organizations | 9 | $3,429,723 |
| Corporations or other businesses not listed above | 3 | $2,035,291 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, OH, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- clearviewfpg.com
- Facebook @category
- LinkedIn @clearviewwealthmanagement

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $106,840,000 | 4 | September 9, 2021 |
| October 2022 | $120,438,000 | 4 | June 10, 2022 |
| October 2023 | $127,968,000 | 5 | June 14, 2023 |
| October 2024 | $145,119,000 | 4 | June 4, 2024 |
| October 2025 | $159,068,553 | 4 | March 27, 2025 |
| October 2026 | $178,543,412 | 3 | June 23, 2026 |

Regulatory assets under management: $106,840,000 in the October 2021 data and $178,543,412 in the October 2026 data, up 67%.
Total employees: 4 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Employees performing advisory functions went from 3 to 2.
- Updated its list of owners and control persons (Schedule A).

### May 2026
- No longer lists the business name HIM Clearview Financial Planning Group.
- Regulatory assets under management went from $159,068,553 to $178,543,412 (+12%).

### March 2026
- No longer lists the business name Clearview Financial Planning Group.
- Added the business name HIM Clearview Financial Planning Group.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Clearview Wealth Management (CRD 288978): Form ADV filing data as of October 2026.