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KINGSVIEW WEALTH MANAGEMENT, LLC
CRD 148107File 801-79198
APPROVED
Retail clients
Disclosure events
Filing as of Jul 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$8.96B
Top 10% of cohort (national)
Discretionary AUM
$8.94B
Non-discretionary $15.1M
Clients
12,309
31,932 accounts
Employees
285
Top 10% of cohort in OR
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Feb 24, 2014
- Principal office
- 509 SE 7TH STREET, 2ND FLOOR, GRANTS PASS, OR, 97526
- Phone
- 312-870-6701
- Website
- https://www.kingsview.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $8.96B
- Discretionary AUM
- $8.94B
- Non-discretionary AUM
- $15.1M
- Discretionary accounts
- 31,791
- Non-discretionary accounts
- 141
- Total accounts
- 31,932
- AUM per client
- $728K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 127 | $123.8M |
| Investment companies | 7 | $25.9M |
| Charitable organizations | 18 | $260.2M |
| High net worth individuals | 2,209 | $3.02B |
| Pension and profit sharing plans | 14 | $9.0M |
| State or municipal government entities | Fewer than 5 | $245K |
| Individuals (other than high net worth individuals) | 9,934 | $5.52B |
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 businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 225 | 285 | increased by60 |
| Apr 1, 2026 | Clients | 10,049 | 12,309 | increased by2,260 |
| Apr 1, 2026 | AUM | $6,745,495,357 | $8,957,122,931 | increased by$2,211,627,574 |
| Apr 1, 2026 | Accounts | 24,847 | 31,932 | increased by7,085 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 100 | 225 | increased by125 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 4,761 | 10,049 | increased by5,288 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,479,623,895 | $6,745,495,357 | increased by$3,265,871,462 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 10,692 | 24,847 | increased by14,155 |
| Apr 1, 2022 | Employees | 90 | 100 | increased by10 |
| Apr 1, 2022 | Clients | 3,510 | 4,761 | increased by1,251 |
| Apr 1, 2022 | AUM | $2,255,745,827 | $3,479,623,895 | increased by$1,223,878,068 |
| Apr 1, 2022 | Accounts | 8,030 | 10,692 | increased by2,662 |
| 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 “KINGSVIEW WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“KINGSVIEW 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.