Clearview Wealth Management

Clearview Wealth Management (CRD# 166812) is a financial advisory firm headquartered in Charlotte, NC. They manage $69,000,000 in 275 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    69
    MILLION
  • Total Number of Accounts
    275
    ACCOUNTS
  • Average Account Value
    $250,909
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC, SC

Financial Advisors at Clearview Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
William E. Clark
CRD#: 4853066
2115 Rexford Road, Suite 316, Charlotte, NC 28211
90
Wealthminder
score

William Clark (CRD# 4853066) is an Investment Advisor Representative working at Clearview Wealth Management in Charlotte, NC and has 1 year of experience in the finance industry. William Clark has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Cheryl J. Sherrard
CRD#: 4853040
2115 Rexford Road, Suite 316, Charlotte, NC 28211
90
Wealthminder
score

Cheryl Sherrard (CRD# 4853040) is an Investment Advisor Representative working at Clearview Wealth Management in Charlotte, NC and has 1 year of experience in the finance industry. Cheryl Sherrard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Treven L. Ayers
CRD#: 2405905
2115 Rexford Road, Suite 316, Charlotte, NC 28211
76
Wealthminder
score

Treven Ayers (CRD# 2405905) is an Investment Advisor Representative working at Clearview Wealth Management in Charlotte, NC and has over 22 years of experience in the finance industry. Treven Ayers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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