Overview
Assets Under Management: $287 million
Headquarters: JACKSON, MS
High-Net-Worth Clients: 77
Average Client Assets: $3 million
Frequently Asked Questions
WEALTHVIEW CAPITAL, 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 #149476), WEALTHVIEW CAPITAL, LLC is subject to fiduciary duty under federal law.
WEALTHVIEW CAPITAL, LLC is headquartered in JACKSON, MS.
WEALTHVIEW CAPITAL, LLC serves 77 high-net-worth clients according to their SEC filing dated December 11, 2025. View client details ↓
According to their SEC Form ADV, WEALTHVIEW CAPITAL, LLC offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
WEALTHVIEW CAPITAL, LLC manages $287 million in client assets according to their SEC filing dated December 11, 2025.
According to their SEC Form ADV, WEALTHVIEW CAPITAL, 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: 77
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.31
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 511
Discretionary Accounts: 486
Non-Discretionary Accounts: 25
Regulatory Filings
CRD Number: 149476
Filing ID: 2032836
Last Filing Date: 2025-12-11 13:57:41
Website: 1