Longview Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated January 20, 2026, reports $127M in regulatory assets under management, 2 employees, and 44 accounts.
Top client segmentHNWI represent 65.9% of total clients.
Top client categories% of clientsClients
1
HNWI
65.9%
29
2
Individuals
29.5%
13
3
Corporations
4.5%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$127Mas of January 20, 2026
Discretionary94.2%
$120M
94% of total RAUM94.2%
Non-discretionary5.8%
$7M
6% of total RAUM5.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$127M
Total Accounts44
10Y AUM Change+$14M (+12.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee22:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.