| Name | Title | Ownership | Since |
|---|---|---|---|
| Coursey Wealth Advising, P.C. Control | Member | Over 75% | 2019 |
| Dawn Leigh Thomas Control | Chief Compliance Officer | Under 5% | 2019 |
| Michael Bert Coursey Control | Manager | Under 5% | 2019 |
Clearview Wealth Advisors, LLC reports $183.7 million in regulatory assets under management on its Form ADV.
Clearview Wealth Advisors, LLC reports 5 employees.
Clearview Wealth Advisors, LLC is based in Salem, OR and has been SEC-registered since 2019.
Clearview Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2035 Madrona Ave SE, Ste 100, Salem, OR 97302 |
| Phone | 503-400-7800 |
| Fax | 503-990-7663 |
| Office hours | 8:00 a.m. To 4:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $183.7M |
| Non-discretionary | $0 |
| Total (RAUM) | $183.7M |