Overview
Assets Under Management: $124 million
High-Net-Worth Clients: 32
Average Client Assets: $4 million
Frequently Asked Questions
LONGVIEW 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 #139489), LONGVIEW WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
LONGVIEW WEALTH MANAGEMENT, LLC serves 32 high-net-worth clients according to their SEC filing dated January 16, 2025. View client details ↓
According to their SEC Form ADV, LONGVIEW WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
LONGVIEW WEALTH MANAGEMENT, LLC manages $124 million in client assets according to their SEC filing dated January 16, 2025.
According to their SEC Form ADV, LONGVIEW WEALTH MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 32
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.62
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 144
Discretionary Accounts: 142
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 139489
Last Filing Date: 2025-01-16 00:00:00
Website: https://longviewwealth.com