CRD: 166812
Clearview Wealth Management
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-15-2013
- Office Locations
- 1
Office Locations
About Clearview Wealth Management
Clearview Wealth Management is a Charlotte, NC fee-only RIA providing fiduciary financial planning and investment management for individuals and families, including business owners, with an emphasis on long-term, goals-based advice. The team has over two decades working together; all advisors are CFP professionals with advanced degrees. Portfolios are heavily ETF-based alongside investment-grade fixed income, typically custodied at Schwab and Fidelity.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
WILLIAM ERIC CLARK
Chief Compliance Officer, Financial Advisor, President
- CRD
- #4853066
- Ownership
- 75% or more
CHERYL J SHERRARD
Financial Advisor, General Partner, Secretary
- CRD
- #4853040
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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TREVEN LINDSEY AYERS
Financial Advisor, General Partner
- CRD
- #2405905
NATHAN Samuel FIERSTON
--
- CRD
- #7548098
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $182,360,237 | $357,569 |
| Non-Discretionary | $0 | -- |
| Total | $182,360,237 | $357,569 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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