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Clearview Wealth Management

Clearview Wealth Management. CRD 288978

Clearview Wealth Management logo

CRD: 288978

Clearview Wealth Management

Irvine, CA, 92618
9493336394
clearviewfpg.com
$178.5M Total AUM
$178.5M Disc. AUM
11.7% 3Y CAGR
3 Employees
392 ADV. Clients
8 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
PathwayCapital
Established Date
03-06-2018
Office Locations
1

Office Locations

4 Venture Suite 120 Irvine CA

About Clearview Wealth Management

Clearview Wealth Management is an Irvine, CA registered investment adviser led by CFP professionals providing ongoing financial planning and customized investment management, with retirement, tax-planning, and insurance solutions. Client focus includes entrepreneurs and households seeking comprehensive wealth management. Portfolios are predominantly ETF-based, and the firm custodies with Charles Schwab.

Team overview

35 AVG AGE
$89.3M AVG AUM / ADVISOR
$455.5K AVG AUM / CLIENT
8.4 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
8yrs Firm Age

Insights

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Asset Classes

Vital catalyst Meridian Ember summit

Client Personas

Legacy

Custodian

Vector Eagle ridge Glacier frontier

Investment Themes

Capital Foundation Alpha Vital Unison zenith

Investment Vehicles

Frontier catalyst

Platform

Catalyst Insight Unison delta

Services

Fusion pathway North atlas Element momentum Horizon Glacier momentum Peak summit Momentum element Signal peak Quantum zenith

Technology

Timber Element

Owner & Executives

NICHOLAS JOSEPH BAUTISTA

NICHOLAS JOSEPH BAUTISTA

Advisor, Chief Compliance Officer, PRINCIPAL

CRD
#5560293
Ownership
50% but less than 75%
(917) 522-1578
horizon.peak@insightcapital.com
in linkedin.com/in/quantum-wave
E

ERIC DANIEL FIGARSKY

Financial Advisor, General Partner, PRINCIPAL

CRD
#5444612
Ownership
50% but less than 75%
(929) 564-3241
vector.crest@wavecapital.com
in linkedin.com/in/prime-matrix

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
06-10-2022
06-14-2023
06-04-2024
10-31-2025
06-23-2026
Category Assets AVG. Account size
Discretionary $178,543,412 $276,383
Non-Discretionary $0 --
Total $178,543,412 $276,383

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Separately Managed Accounts

Total SMA Asset: $178,543,412

$178.5M Total SMA
Equity - Exchange:
17.2%
Cash:
65.2%
Public Funds:
17.6%
Asset class Assets Assets %
Equity - Exchange $1,543,045,453 17.2%
Cash $5,849,218,810 65.2%
Public Funds $1,578,930,231 17.6%
Total $8,971,194,494 100.0%

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