CLEAR VIEW WEALTH ADVISORS, LLC
CRD 154094
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
United States
Registration
— (—)
Source
State registered
Total AUM
$24.1M
Discretionary AUM
$23.9M
Team
1 total employees; 1 advisory reps; 42 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-15
Disciplinary history
No
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Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 43 | $15.5M |
| High net worth individuals | 2 | $8.5M |
| Pension/profit sharing plans | 1 | $165K |
All web addresses on file
- Http://www.BOSTONTAXPLANNERS.COM
- HTTP://WWW.BABYBOOMERRETIREMENTPRO.COM
- HTTP://WWW.CLEARVIEWWEALTHADVISORS.COM
- HTTP://WWW.CLEARVIEWCOLLEGEPLANNING.COM
- HTTP://WWW.COLLEGECASHPRO.COM
- HTTP://WWW.DIVORCEFINANCEPRO.COM
- http://WWW.DIVORCEFINANCEPROS.COM
- https://www.linkedin.com/in/stevestanganelli/
- https://www.linkedin.com/company/clear-view-wealth-advisors-llc/about/
- HTTPS://WWW.FACEBOOK.COM/CLEARVIEWWEALTHADVISORS
- HTTPS://WWW.FACEBOOK.COM/COLLEGECASHPRO
- HTTPS://WWW.FACEBOOK.COM/BOSTONTAXPLANNERS
- https://fivestarprofessional.com/Spotlights/91644
- https://www.hireaccfs.com/steven-stanganelli
- https://www.paladinregistry.com/financial-advisor/amesbury-massachusetts/Steven.Stanganelli
- HTTPS://WWW.TAXWEALTHNETWORK.COM
Official SEC filing: View on IAPD