LONGVIEW WEALTH MANAGEMENT
LONGVIEW WEALTH MANAGEMENT, INC. Legal Name
Adviser information for LONGVIEW WEALTH MANAGEMENT last updated from Form ADV on February 14th, 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 | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Georgia, United States |
Employees
| Total Number of Employees | 26 |
|---|---|
| Investment Advisory/Research | 24 |
| Registered Broker-Dealer Representatives | 8 |
| Registered State Investment Advisers | 15 |
| Licensed Agents of an Insurance Company | 13 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 3,074 | $986.8M |
| Non-Discretionary | 0 | $0 |
| Total | 3,074 | $986.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 826 | $268.3M |
| HNW Individuals | 310 | $717.2M |
| 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 | <5 | $379,141 |
| 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 | 7 | $876,862 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 22 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 11-25 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
| Other Business Activities | Registered representative of a broker-dealerInsurance broker or agent |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 68.7M |
| Both for Same | 869.1M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| LONGVIEW WEALTH MANAGEMENT PROGRAM | LONGVIEW WEALTH MANAGEMENT |
| UNIFIED MANAGED ACCOUNT, SEPARATELY MANAGED ACCOUNTS, PORTFOLIO MANAGER SOLUTION | ENVESTNET PMC |
Identifiers
| SEC RIA File Number | 801-64708 |
|---|---|
| SEC ERA File Number | 801-64708 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 136214 |
| Legal Entity Identifier | None |
Principal Office
5605 GLENRIDGE DRIVESUITE 300
ATLANTA
GA
United States
Monday - Friday, 8:30AM TO 5PM
Tel: 404-843-3100, Fax: 404-250-9850
Chief Compliance Officer
JOHN H HAYES
CHIEF COMPLIANCE OFFICER
5605 GLENRIDGE DRIVE
SUITE 300
ATLANTA
GA
United States
Tel:
404-843-3100
Fax:
404-250-9850
J*****@*******M
(Full email address available in API data)
Regulatory Contact
LARRY FISHER
CEO
5605 GLENRIDGE DRIVE
SUITE 300
ATLANTA
GA
United States
Tel:
404-843-3100
Fax:
404-250-9850
Q******@*******M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| FISHER, LARRY, QUINTON | Individual | – | CEO | 01/2000 | > 75% |
| HAYES, JOHN, HENRY | Individual | – | CHIEF COMPLIANCE OFFICER | 08/2018 | < 5% |
| STEWART, JENNIFER, HANES | Individual | – | PRESIDENT | 06/2019 | 25-50% |