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Nicholas Joseph Bautista

PrincipalClearview Wealth Management, LLCCRD 5560293

About Nicholas Joseph Bautista

Nicholas Joseph Bautista is listed as Principal at Clearview Wealth Management, LLC in Irvine, CA. Form ADV reports a beneficial ownership band of 10-25%.

Reported ownership

Owns 10-25% of Clearview Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Nicholas Joseph Bautista work?

Nicholas Joseph Bautista is listed as Principal at Clearview Wealth Management, LLC on SEC Form ADV.

How much of Clearview Wealth Management, LLC does Nicholas Joseph Bautista own?

Form ADV reports a beneficial ownership band of 10-25%.

Clearview Wealth Management, LLC

TitlePrincipal
Ownership10-25%
Control personNo
Since2019