firm profile
Clearview Wealth Solutions, LLC
Overview
Clearview Wealth Solutions, LLC is a state registered investment adviser based in Barrington, IL, registered since 2014. It reports $41.7M in assets under management across 60 accounts, with 2 employees. It has 2 investment adviser representatives.
- Reported AUM
- $41.7M
- Discretionary
- 100%
- Accounts
- 60
- Average account
- $696K
- Employees
- 2
- Advisory reps
- 2
- Registered since
- 2014
- Jurisdictions
- 1
As reported in the firm's February 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Percentage of Assets
Executive officers 2 of 2
- Richard Ronald Furmanski Managing Member CRD 1705372
- Gery Joseph Sadzewicz Chief Compliance Officer CRD 1090963
Advisory reps 2 of 2
- Richard Ronald Furmanski Investment Adviser Rep CRD 1705372
- Gery Joseph Sadzewicz Registered Rep · Investment Adviser Rep CRD 1090963
Location
- Headquarters
- 2 Ascot Ln
Barrington, IL 60010 - County
- McHenry
- Metro area
- Chicago-Naperville-Elgin, IL-IN-WI
- Region
- Midwest
Registrations
- State registered
- Registered in 1 jurisdiction
- Website: clearviewws.com
Every state, with registration dates
Similar firms near Barrington
- Sequoia Wealth Management, LLCBarrington, IL$6M AUM
- Carter Financial Group, Inc.Barrington, IL$382M AUM
- Virtue Asset Management LLCBarrington, IL$211M AUM
- Illuminate Wealth ManagementBarrington, IL$168M AUM
- Kinnamon & Associates Ltd IIBarrington, IL$118M AUM
request a demo
See what we have on Clearview Wealth Solutions, LLC
We'll walk you through the full profile and how to find more firms like this one.