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| Kingsview Wealth Management LLC
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| CRD # | 148107 |
| SEC # | 801-79198 |
| CIK # | 0001791965 |
| AUM | $6.7 B (2025-02-28) |
| Employees | 225 (42% Investors, 2% Brokers) |
| Phone | 312-870-6701 |
| Address | 509 SE 7th Street Grants Pass, OR 97526 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001791965 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.2 | ||
| Apple Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Oracle Corp | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Netflix Inc | 0.1 | ||
| Lilly Eli & Co | 0.1 | ||
| General Electric Co | 0.1 | ||
| Texas Instruments Inc | 0.1 | ||
| Costco Wholesale Corp /NEW | 0.1 | ||
| Wal Mart Stores Inc | 0.0 | ||
| Mastercard Inc | 0.0 | ||
| Salesforce Com Inc | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 8,191 | 2.1 |
| (b) Individuals (high net worth individuals) | 1,774 | 4.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 7 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 11 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 66 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 24,847 | 6.7 |
| By Discretionary | ||
| Discretionary | 24,528 | 6.6 |
| Non-Discretionary | 319 | 0.1 |
| Total | 24,847 | 6.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.7 | |
| Total | 24,847 | 6.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001791965] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
RBC Private Counsel USA Inc
✚
|
6.8 | |
|
Strategic Capital Allocation Group LLC
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|
MA | 6.8 |
|
Coolabah Capital Institutional Investments PTY Limited
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|
6.8 | |
|
Clarkston Capital Partners LLC
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MI | 6.8 |
|
Kornitzer Capital Management Inc
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|
KS | 6.8 |
|
Mutual Advisors LLC
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|
NE | 6.8 |
|
John W Bristol & Co Inc
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|
NY | 6.7 |
|
Composition Wealth LLC
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|
CA | 6.7 |
|
Empirical Financial Services LLC
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|
WA | 6.7 |
|
Callan Family Office LLC
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|
PA | 6.7 |