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KINGSVIEW WEALTH MANAGEMENT, LLC
CRD 148107 · SEC 801-79198
509 SE 7TH STREET, 2ND FLOOR, GRANTS PASS, OR, 97526, United States
Phone
312-870-6701
Fax
312-488-2635
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$8.96B
Discretionary AUM
$8.94B
Team
285 total employees; 95 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9934 | $5.52B |
| High net worth individuals | 2209 | $3.02B |
| Investment companies | 7 | $25.9M |
| Pension/profit sharing plans | 14 | $9.0M |
| Charitable organizations | 18 | $260.2M |
| Corporations/business entities | 127 | $123.8M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- https://www.youtube.com/channel/UCap6MN0Y4ntbmviNaY13M_g?app=desktop
- https://twitter.com/monarchfunds
- https://www.kingsviewim.com
- https://www.linkedin.com/showcase/monarch-funds
- https://www.facebook.com/monarchfunds
- https://www.monarchfunds.com
- https://www.linkedin.com/showcase/kingsview-investment-management/
- https://www.facebook.com/kingsviewpartners/
- https://www.linkedin.com/company/kingsview/
- https://www.kingsview.com
Official SEC filing: View on IAPD