Overview
Assets Under Management: $6.7 billion
Headquarters: GRANTS PASS, OR
High-Net-Worth Clients: 1,774
Average Client Assets: $2 million
Frequently Asked Questions
KINGSVIEW WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #148107), KINGSVIEW WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
KINGSVIEW WEALTH MANAGEMENT, LLC is headquartered in GRANTS PASS, OR.
KINGSVIEW WEALTH MANAGEMENT, LLC serves 1,774 high-net-worth clients according to their SEC filing dated February 28, 2025. View client details ↓
According to their SEC Form ADV, KINGSVIEW WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for businesses, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
KINGSVIEW WEALTH MANAGEMENT, LLC manages $6.7 billion in client assets according to their SEC filing dated February 28, 2025.
According to their SEC Form ADV, KINGSVIEW WEALTH MANAGEMENT, LLC serves high-net-worth individuals, businesses, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 1,774
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.10
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 24,847
Discretionary Accounts: 24,528
Non-Discretionary Accounts: 319
Regulatory Filings
CRD Number: 148107
Last Filing Date: 2025-02-28 00:00:00
Website: https://kingsview.com