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Clearview Wealth Advisors, LLC

EST. AUM
$201,771,685

CONTACTS
2

CLIENT ACCOUNTS
823

Firm Details

Metro area Portland, OR
CRD Number 305737
Website cwa2020.com
Client types

Overview

Clearview Wealth Advisors, LLC is a registered investment advisory firm that joined EP Wealth Advisors through an acquisition announced by EP Wealth Advisors. The firm was founded by Michael Coursey and Corbin Coursey and was originally established in Salem, Oregon, with the leadership team later relocating to Phoenix, Arizona. According to the announcement, Clearview Wealth Advisors managed approximately $218 million in client assets at the time of the transaction. Through the combination with EP Wealth Advisors, Clearview became part of a national registered investment advisory platform focused on providing comprehensive wealth management and financial planning services to clients. The transaction represents one of several strategic acquisitions completed by EP Wealth Advisors as part of its broader growth strategy.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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