This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.92 fund_share=0.0 institutional_share=0.07 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$179MItem 5.F on the latest filing (2026-06-23); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$179M

Private client RAUM

$164MderivedItem 5.D individuals plus high net worth individuals

Private client share

92%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$89.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

3

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

646

Individual clients

244

High net worth clients

95

SEC number

801-121594

CRD

288978

Filings on the tape

12

First filed

May 25, 2021

Latest filed

Jun 23, 2026

Organised

Limited Liability Company, CA

• Occurred

  Jun 23, 2026
  Advisor changed firm

  Mark David Phillips left Clearview Wealth Management for Farther (registered 2026-08-10)

  Form ADVobserved 6 days ago
• Occurred

  May 25, 2021
  First Form ADV filing

  Clearview Wealth Management filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2406e458-989b-ced2-1f2e-89f85959851f

First observed

May 25, 2021

Last observed

Jun 23, 2026 3 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.