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| Kingsview Wealth Management LLC
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|---|---|
| CRD # | 148107 |
| SEC # | 801-79198 |
| CIK # | 0001791965 |
| AUM | 8,957.1 M (2026-06-29) |
| Employees | 285 (33% Investors, 2% Brokers) |
| Fees | |
| Minimum | |
| Phone | 312-870-6701 |
| Address | 509 SE 7th Street Grants Pass, OR 97526 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001791965 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.2 | ||
| Nvidia Corp | 0.2 | ||
| Broadcom Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Lilly Eli & Co | 0.1 | ||
| Wal Mart Stores Inc | 0.1 | ||
| Palantir Technologies Inc | 0.1 | ||
| Advanced Micro Devices Inc | 0.1 | ||
| Netflix Inc | 0.1 | ||
| General Electric Co | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Mastercard Inc | 0.0 | ||
| Intuitive Surgical Inc | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9,934 | 5.5 |
| (b) Individuals (high net worth individuals) | 2,209 | 3.0 |
| (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 | 14 | 0.0 |
| (h) Charitable organizations | 18 | 0.3 |
| (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 | 127 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 31,932 | 9.0 |
| By Discretionary | ||
| Discretionary | 31,791 | 8.9 |
| Non-Discretionary | 141 | 0.0 |
| Total | 31,932 | 9.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 8.9 | |
| Total | 31,932 | 9.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001791965] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
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|---|---|---|
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