← Back to searchVisit website
WEALTHVIEW CAPITAL, LLC
CRD 149476 · SEC 801-79342
4500 I-55 NORTH, SUITE 263, JACKSON, MS, 39211, United States
Phone
601-981-4040
Fax
601-981-4195
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$319.5M
Discretionary AUM
$316.9M
Team
9 total employees; 4 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 113 | $38.0M |
| High net worth individuals | 78 | $281.0M |
| Pension/profit sharing plans | 2 | $506K |
States served
AL, CO, LA, MS, OH, TN, TX
All web addresses on file
Official SEC filing: View on IAPD