| Name | Title | Ownership | Since |
|---|---|---|---|
| Eric Daniel Figarsky | Principal | 10-25% | 2019 |
| Mark David Phillips Control | Principal & Chief Compliance Officer | 50-75% | 2018 |
| Nicholas Joseph Bautista | Principal | 10-25% | 2019 |
Clearview Wealth Management, LLC reports $159.1 million in regulatory assets under management on its Form ADV.
Clearview Wealth Management, LLC reports 4 employees.
Clearview Wealth Management, LLC is based in Irvine, CA and has been SEC-registered since 2021.
Clearview Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 4 Venture, Suite 120, Irvine, CA 92618 |
| Phone | 949-333-6394 |
| Fax | 949-333-6392 |
| Office hours | 9-5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $159.1M |
| Non-discretionary | $0 |
| Total (RAUM) | $159.1M |