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Clear View Wealth Advisors, LLC

Clear View Wealth Advisors, LLC. CRD 154094

Clear View Wealth Advisors, LLC logo

CRD: 154094

Clear View Wealth Advisors, LLC

Amesbury, MA
9783880020
www.taxwealthnetwork.com
$24.1M Total AUM
$23.9M Disc. AUM
-- 3Y CAGR
1 Employees
88 ADV. Clients
15 yrs Firm Age

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Firm Details

Custodian
Altruist
Clients
Retail and Institutional
Platforms
MomentumFusion pioneer +more
Established Date
07-27-2010
Office Locations
1

Office Locations

-- Amesbury MA

About Clear View Wealth Advisors, LLC

Clear View Wealth Advisors (Tax Wealth Network) provides fee-only, fiduciary tax prep and proactive tax planning integrated with financial, retirement income, estate and insurance planning, plus exit planning and tax resolution. The firm serves high-income/HNW business owners, medical and dental professionals, real estate investors, and W-2 employees with stock options. Portfolios use a core-satellite approach with globally diversified index funds and ETFs, with selective income/risk satellites (dividend stocks, closed-end funds, and alternative ETFs like gold/real estate/private debt), offered on transparent fixed fees including 0% AUM arrangements on Altruist.

Team overview

-- AVG AGE
$24.1M AVG AUM / ADVISOR
$274.3K AVG AUM / CLIENT
15.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age

Insights

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Asset Classes

Crest Alpha vertex Timber Oak Frontier meridian Meridian beacon Alpha

Client Personas

Value frontier Unison pioneer Momentum

Custodian

Signal capital Glacier matrix Zenith vital Meridian Quantum beacon Quantum radial Focus Pathway unison Quantum Zenith Meridian Ridge Peak unison

Fund Managers

Momentum Meridian meridian Unison wave

Investment Themes

Peak Atlas Atlas meridian Capital oak Wave matrix Glacier Summit horizon Prime pioneer

Investment Vehicles

Pioneer vector Crest vertex Unison bridge Value

Platform

Signal Wave

Services

Beacon fusion Crest Frontier Capital Wave Capital Ember insight Frontier legacy Crest matrix Legacy ember Ember value Insight fusion Harbor element Beacon

Technology

Catalyst optima Insight Prime Fusion pioneer

Owner & Executives

STEVEN JOSEPH STANGANELLI

STEVEN JOSEPH STANGANELLI

Chief Compliance Officer, GENERAL MANAGER, Managing Member, Wealth Advisor

CRD
#3217444
Ownership
75% or more
(483) 653-1102
prime.harbor@frontiercapital.com
in linkedin.com/in/timber-unison

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $23,920,666 --
Non-Discretionary $221,985 --
Total $24,142,651 --

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Separately Managed Accounts

Total SMA Asset: $24,142,651

$24.1M Total SMA
Equity - Exchange:
14.7%
Public Funds:
32.3%
Cash:
21.2%
Other:
31.8%
Asset class Assets Assets %
Equity - Exchange $821,126,820 14.7%
Public Funds $1,804,244,645 32.3%
Cash $1,184,210,107 21.2%
Other $1,776,315,161 31.8%
Total $5,585,896,733 100.0%

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