SHERCLAR, INC
Doing business as CLEARVIEW WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$182,360,237
Discretionary
$182,360,237
Non-discretionary
$0
Firm details
- CRD number
- 166812
- SEC file number
- 801-112778
- Main office
- CHARLOTTE, NC, United States
- Employees
- 4
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.