Clearview Wealth Management
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 288978
- SEC number
- 801-121594
- Firm type
- RIA
- Assets under management
- $178.5M as of Jun 23, 2026
- Website
- www.facebook.com/pages/category/Financial-Planner/Clearview-Wealth-Management-1409129942512377 ↗
- Phone
- 949-333-6394
- Address
- 4 Venture, Irvine, CA, 92618
Advisors at this firm
2 in our index · page 1 of 1
-
Nicholas Joseph BautistaCRD 5560293 · Irvine, CAIA RegisteredRegistration inactive
-
Eric Daniel FigarskyCRD 5444612 · Irvine, CAIA RegisteredRegistration inactive
1–2 of 2
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 288978 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
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