Clearview Wealth Management

Clearview Wealth Management (CRD# 288978) is a financial advisory firm headquartered in Irvine, CA. They manage $127,968,000 in 547 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
4 Venture, Suite 120, Irvine, CA 92618
https://www.facebook.com/pages/category/financial-planner/clearview-wealth-management-1409129942512377/
By the Numbers
  • Total Assets Under Management
    128
    MILLION
  • Total Number of Accounts
    547
    ACCOUNTS
  • Average Account Value
    $233,945
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, OH, TX, WA

Financial Advisors at Clearview Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Nicholas Bautista, financial advisor Irvine CA
Nicholas J. Bautista
CRD#: 5560293
19712 Macarthur Blvd, Suite #225, Irvine, CA 92612

Nicholas Bautista (CRD# 5560293) is an Investment Advisor Representative working at Clearview Wealth Management in Irvine, CA and has over 11 years of experience in the finance industry.

2
Eric Figarsky, financial advisor Irvine CA
Eric D. Figarsky
CRD#: 5444612
19712 Macarthur Blvd, Suite #225, Irvine, CA 92612

Eric Figarsky (CRD# 5444612) is an Investment Advisor Representative working at Clearview Wealth Management in Irvine, CA and has over 14 years of experience in the finance industry.

3
Mark Phillips, financial advisor Irvine CA
Mark D. Phillips
CRD#: 4275501
19712 Macarthur Blvd, Suite #225, Irvine, CA 92612

Mark Phillips (CRD# 4275501) is an Investment Advisor Representative working at Clearview Wealth Management in Irvine, CA and has over 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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