Clearview Wealth Management

Clearview Wealth Management (CRD# 166812) is a financial advisory firm headquartered in Charlotte, NC. They manage $148,000,000 in 531 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    148
    MILLION
  • Total Number of Accounts
    531
    ACCOUNTS
  • Average Account Value
    $278,719
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
Types of Clients
Registered States
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
Treven L. Ayers
CRD#: 2405905
6836 Carnegie Blvd., Suite 200, Charlotte, NC 28211

Treven Ayers (CRD# 2405905) is an Investment Advisor Representative working at Clearview Wealth Management in Charlotte, NC and has over 29 years of experience in the finance industry.

2
William E. Clark
CRD#: 4853066
6836 Carnegie Blvd., Suite 200, Charlotte, NC 28211

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.

3
Cheryl J. Sherrard
CRD#: 4853040
6836 Carnegie Blvd., Suite 200, Charlotte, NC 28211

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.

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