LONGVIEW WEALTH MANAGEMENT, LLC
Adviser information for LONGVIEW WEALTH MANAGEMENT, LLC last updated from Form ADV on January 16th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Minnesota, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 50 | $117.4M |
| Non-Discretionary | 2 | $5.4M |
| Total | 52 | $122.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 17 | $6.3M |
| HNW Individuals | 33 | $111.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 2 | $5.4M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 26-50 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesEducational seminars/workshops |
|---|---|
| Compensation | % of AUMHourly charges |
| Other Business Activities | Insurance broker or agent |
Identifiers
| SEC RIA File Number | 801-117252 |
|---|---|
| SEC ERA File Number | 801-117252 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 139489 |
| Legal Entity Identifier | None |
Principal Office
105 WEST POINT AVENUEEXCELSIOR
MN
United States
Monday - Friday, 8:00 TO 5:00
Tel: 952-465-1785, Fax: None
Websites
Chief Compliance Officer
KEITH TUFTE
PRESIDENT
105 WEST POINT AVENUE
EXCELSIOR
MN
United States
Tel:
952 465-1785
K****@*****************M
(Full email address available in API data)
Regulatory Contact
KEITH TUFTE
PRESIDENT
105 WEST POINT AVENUE
EXCELSIOR
MN
United States
Tel:
952 465-1785
K****@*****************M
(Full email address available in API data)
Industry Affiliates
| CHERRY TREE WEALTH MANAGEMENT, LLC | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| TUFTE, KEITH, NORMAN | Individual | – | PRESIDENT, ELECTED MANAGER | 01/2006 | > 75% |
| TUFTE, KEITH, NORMAN | Individual | – | CHIEF COMPLIANCE OFFICER, ELECTED MANAGER | 01/2007 | > 75% |