Clearview Wealth Management, LLC
● SEC registered since 2021CRD 288978SEC# 801-121594Irvine, CA
Reg. AUM
$178.5M
Employees
3
Accounts
646
Location
Irvine, CA
Clearview Wealth Management, LLC assets under management
Clearview Wealth Management, LLC operates as an SEC-registered investment adviser based in Irvine, CA. The firm has been registered since 2021. It reports $178.5 million in regulatory assets under management and employs 3 people.
Clearview Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eric Daniel Figarsky | Principal | 50-75% | 2019 |
| Nicholas Joseph Bautista | Principal/Chief Compliance Officer | 50-75% | 2019 |
Frequently asked questions
How much does Clearview Wealth Management, LLC manage?
Clearview Wealth Management, LLC reports $178.5 million in regulatory assets under management on its Form ADV.
How many employees does Clearview Wealth Management, LLC have?
Clearview Wealth Management, LLC reports 3 employees.
Where is Clearview Wealth Management, LLC located?
Clearview Wealth Management, LLC is based in Irvine, CA and has been SEC-registered since 2021.
Does Clearview Wealth Management, LLC disclose fund performance?
Clearview Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$178.5M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 78%
Larger than 22% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$178.5Mregulatory AUM
Discretionary $178.5M