# Clearview Wealth Solutions, LLC

> Clearview Wealth Solutions, LLC is a state-registered investment advisory firm in Barrington, IL, registered since 2014, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 10, 2026.

- CRD: 171996
- Filed as: CLEARVIEW WEALTH SOLUTIONS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Barrington, IL
- Filing period: October 2026
- Form ADV filing dated: February 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/171996
- AdvisorCensus page: https://advisorcensus.com/firm/clearview-wealth-solutions-llc-barrington-il-171996

## Quick answers

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

**Where is Clearview Wealth Solutions, LLC located?**
Clearview Wealth Solutions, LLC's principal office is in Barrington, IL, according to its Form ADV.

**Is Clearview Wealth Solutions, LLC registered with the SEC or a state?**
Clearview Wealth Solutions, LLC is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 171996.

**How much does Clearview Wealth Solutions, LLC manage?**
Clearview Wealth Solutions, LLC reports $41,733,234 in regulatory assets under management in its Form ADV filing dated February 10, 2026 (100% discretionary).

**What types of clients does Clearview Wealth Solutions, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (16); high net worth individuals (14).

**Does Clearview Wealth Solutions, LLC 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/171996

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $41,733,234
- Discretionary: $41,733,234
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 16 | $1,167,111 |
| High net worth individuals | 14 | $40,566,123 |

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

### Firm details
- Registered since: 2014 (12 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- clearviewws.com
- LinkedIn @clearviewwealthsolutions-9a98001a7
- LinkedIn @rickfurmanski

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Clearview Wealth Solutions, LLC (CRD 171996): Form ADV filing data as of October 2026.