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LONGVIEW WEALTH MANAGEMENT

LONGVIEW WEALTH MANAGEMENT, INC.

CRD 136214 · SEC 801-64708

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5605 GLENRIDGE DRIVE, SUITE 300, ATLANTA, GA, 30342, United States

Phone

404-843-3100

Fax

404-250-9850

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.15B

Discretionary AUM

$1.15B

Team

24 total employees; 13 advisory reps; 5 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-05-19

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals878$348.0M
High net worth individuals295$800.5M
Corporations/business entities12$4.0M

States served

AL, AZ, CA, CO, GA, IL, LA, MD, MI, NE, NJ, NY, NC, OH, OK, PA, SC, TN, UT, VA, MO, TX, FL

All web addresses on file

Official SEC filing: View on IAPD