GRANTS PASS, ORCRD 148107Latest ADV March 30, 2026
Kingsview Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Grants Pass, OR. Its latest Form ADV filing, dated March 30, 2026, reports $9.0B in regulatory assets under management, 285 employees, 46 offices, and 31,932 accounts.
Assets Under Management
$9.0B
Employees
285
Offices
46 offices
Total Clients
12,309
Primary office
GRANTS PASS, OR
509 SE 7TH STREET, 2ND FLOOR, GRANTS PASS, OR, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 19, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 80.7% of total clients.
Top client categories% of clientsClients
1
Individuals
80.7%
9,934
2
HNWI
17.9%
2,209
3
Corporations
1.0%
127
4
Charitable
0.1%
18
5
Pension Plans
0.1%
14
Categories with <5 clients
INVESTMENT CLUB<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$9.0Bas of March 30, 2026
Discretionary99.8%
$8.9B
100% of total RAUM99.8%
Non-discretionary0.2%
$15M
0% of total RAUM0.2%
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.
Total AUM$9.0B
Total Accounts31,932
10Y AUM Change+$8.6B (+2284.5%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees285
Clients per Employee43:1
10Y Employee Change+250 (+714.3%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.