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Nicholas Joseph Bautista

Principal/Chief Compliance OfficerClearview Wealth Management, LLCCRD 5560293

About Nicholas Joseph Bautista

Nicholas Joseph Bautista is listed as Principal/Chief Compliance Officer at Clearview Wealth Management, LLC in Irvine, CA. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% 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/Chief Compliance Officer 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 50-75%.

Clearview Wealth Management, LLC

TitlePrincipal/Chief Compliance Officer
Ownership50-75%
Control personNo
Since2019