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LONGVIEW WEALTH MANAGEMENT
Legal name: LONGVIEW WEALTH MANAGEMENT, INC.
CRD 136214File 801-64708
APPROVED
Retail clients
Custody
Filing as of May 19, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.15B
Above cohort median (national)
Discretionary AUM
$1.15B
Non-discretionary $188K
Clients
1,185
3,002 accounts
Employees
24
Above cohort median in GA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Sep 19, 2005
- Principal office
- 5605 GLENRIDGE DRIVE, SUITE 300, ATLANTA, GA, 30342
- Phone
- 404-843-3100
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.15B
- Discretionary AUM
- $1.15B
- Non-discretionary AUM
- $188K
- Discretionary accounts
- 2,999
- Non-discretionary accounts
- 3
- Total accounts
- 3,002
- AUM per client
- $973K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 12 | $4.0M |
| Charitable organizations | Fewer than 5 | $148K |
| High net worth individuals | 295 | $800.5M |
| Pension and profit sharing plans | Fewer than 5 | $1.0M |
| Individuals (other than high net worth individuals) | 878 | $348.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 26 | 24 | decreased by2 |
| Mar 1, 2026 | Clients | 1,236 | 1,185 | decreased by51 |
| Mar 1, 2026 | AUM | $1,104,703,390 | $1,153,580,840 | increased by$48,877,450 |
| Mar 1, 2026 | Accounts | 3,214 | 3,002 | decreased by212 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,549 | 1,236 | decreased by313 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $994,984,953 | $1,104,703,390 | increased by$109,718,437 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,632 | 3,214 | increased by582 |
| Apr 1, 2022 | Employees | 27 | 26 | decreased by1 |
| Apr 1, 2022 | Clients | 1,392 | 1,549 | increased by157 |
| Apr 1, 2022 | AUM | $811,470,696 | $994,984,953 | increased by$183,514,257 |
| Apr 1, 2022 | Accounts | 2,295 | 2,632 | increased by337 |
| Jun 1, 2021 | Disclosures | Yes | No | |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LONGVIEW WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LONGVIEW WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.