Overview
Assets Under Management: $1.1 billion
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 316
Average Client Assets: $2 million
Frequently Asked Questions
LONGVIEW WEALTH MANAGEMENT, INC. 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 #136214), LONGVIEW WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
LONGVIEW WEALTH MANAGEMENT, INC. is headquartered in ATLANTA, GA.
LONGVIEW WEALTH MANAGEMENT, INC. serves 316 high-net-worth clients according to their SEC filing dated May 09, 2025. View client details ↓
According to their SEC Form ADV, LONGVIEW WEALTH MANAGEMENT, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
LONGVIEW WEALTH MANAGEMENT, INC. manages $1.1 billion in client assets according to their SEC filing dated May 09, 2025.
According to their SEC Form ADV, LONGVIEW WEALTH MANAGEMENT, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 316
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.24
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 3,214
Discretionary Accounts: 3,209
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 136214
Filing ID: 1988665
Last Filing Date: 2025-05-09 14:01:00
Website: https://lvwm.com