Wealthview Capital, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Jackson, MS. Its latest Form ADV filing, dated March 27, 2026, reports $319M in regulatory assets under management, 9 employees, 1 office, and 545 accounts.
Assets Under Management
$319M
Employees
9
Offices
1 office
Total Clients
193
Primary office
JACKSON, MS
4500 I-55 NORTH, SUITE 263, JACKSON, MS, United States
Top client segmentIndividuals represent 58.5% of total clients.
Top client categories% of clientsClients
1
Individuals
58.5%
113
2
HNWI
40.4%
78
3
Pension Plans
1.0%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$319Mas of March 27, 2026
Discretionary99.2%
$317M
99% of total RAUM99.2%
Non-discretionary0.8%
$3M
1% of total RAUM0.8%
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.
Total AUM$319M
Total Accounts545
10Y AUM Change+$181M (+131.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee21:1
10Y Employee Change+5 (+125.0%)
* 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.