SourcingSourcing

CLEARVIEW WEALTH ADVISORS, LLC

B58
CRD 305737·SEC 801-117527·SALEM, OR
AUM
$201.8M
$100M-$500M
Est. Revenue
$2.0M
@ 1% on AUM
Est. EBITDA
$605K
@ 30% margin
Est. Deal Value
$4.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CLEARVIEW WEALTH ADVISORS, LLC
CRD
305737
SEC file #
801-117527
EIN
842430867
DBA names
—

Economics

AUM
$201.8M
AUM band
$100M-$500M
AUM trajectory
'21'26
$193.0M → $201.8M▲ +5%
Client mix
Individuals Other306
Individuals High Net Worth42

Operations

Employees (total)
5
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
4 advisors → 2 advisors▼ -50%
Primary office
SALEM OR
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/17/2026
ADV-W filed at
—
Website
youtube.com/@corbincoursey2020

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
COURSEY WEALTH ADVISING, P.C.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
COURSEY WEALTH ADVISING, P.C.
COURSEY, MICHAEL, BERT
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:youtube.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
42,951
Form 5500 Compensation Trajectory 3y
202542,951
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
42,951
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001840306
Edgar Registered
Yes
Edgar Filing Count
24
Edgar First Filing Date
2021-01-21
Edgar Last Filing Date
2026-02-17
Edgar 13f Count
22
Edgar 13f Latest AUM Estimate
Filing Date2026-02-17
Accession0001840306-26-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
P.O. BOX 2693SALEM, OR 97308
Business
735 COMMERCIAL ST SESALEM, OR 97301
Edgar EIN
842430867
Edgar Recent Filings
13F-HR2026-02-17 · 0001840306-26-000001
13F-HR2025-10-24 · 0001840306-25-000002
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
No

People (3)

3
COURSEY, MICHAEL, BERT
IAR · Executive Officer · 2.5%
3242305
DAWN LEIGH THOMAS
Executive Officer · 2.5%
2355373
Corbin M. Coursey
IAR
7068360