Clearview Wealth Advisors, LLC
● SEC registered since 2019CRD 305737SEC# 801-117527Salem, OR
Reg. AUM
$201.8M
Employees
5
Accounts
823
Location
Salem, OR
Clearview Wealth Advisors, LLC assets under management
Clearview Wealth Advisors, LLC is an investment advisory firm registered with the SEC based in Salem, OR. The firm has been registered since 2019. It reports $201.8 million in regulatory assets under management and employs 5 people.
Clearview Wealth Advisors, LLC owners & executives
4 reported| 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 |
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Join to unlock · $37/moFrequently asked questions
How much does Clearview Wealth Advisors, LLC manage?
Clearview Wealth Advisors, LLC reports $201.8 million in regulatory assets under management on its Form ADV.
How many employees does Clearview Wealth Advisors, LLC have?
Clearview Wealth Advisors, LLC reports 5 employees.
Where is Clearview Wealth Advisors, LLC located?
Clearview Wealth Advisors, LLC is based in Salem, OR and has been SEC-registered since 2019.
Does Clearview Wealth Advisors, LLC disclose fund performance?
Clearview Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$201.8M▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 74%
Larger than 26% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$201.8Mregulatory AUM
Discretionary $201.8M