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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 Aug 17, 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
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.