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WEALTHVIEW CAPITAL, LLC
CRD 149476File 801-79342
APPROVED
Retail clients
Filing as of Jun 9, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$319.5M
Below cohort median (national)
Discretionary AUM
$316.9M
Non-discretionary $2.5M
Clients
193
545 accounts
Employees
9
Above cohort median in MS
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Apr 2, 2014
- Principal office
- 4500 I-55 NORTH, SUITE 263, JACKSON, MS, 39211
- Phone
- 601-981-4040
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $319.5M
- Discretionary AUM
- $316.9M
- Non-discretionary AUM
- $2.5M
- Discretionary accounts
- 544
- Non-discretionary accounts
- 1
- Total accounts
- 545
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 78 | $281.0M |
| Pension and profit sharing plans | 2 | $506K |
| Individuals (other than high net worth individuals) | 113 | $38.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Portfolio management for other
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
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.