CLEARVIEW WEALTH ADVISORS, LLC

SALEM, Oregon·4 registered advisors·CRD# 305737
SEC# 801-1175272503-400-7800
01

Firm Overview

AUM
$175M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CLEARVIEW WEALTH ADVISORS, LLC

4 registered advisors
Dawn Leigh Thomas
SALEM, Oregon
Michael Bert Coursey
SALEM, Oregon
Ronald Ray Boucher
SALEM, Oregon
Wing Benny Won
SALEM, Oregon
05

Office Locations

SALEM, Oregon
4 advisors

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Data sourced from SEC Form ADV filings. CLEARVIEW WEALTH ADVISORS, LLC (CRD# 305737) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.