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| Longview Wealth Management Inc
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|---|---|
| CRD # | 136214 |
| SEC # | 801-64708 |
| CIK # | 0001990190 |
| AUM | 1,153.6 M (2026-05-19) |
| Employees | 24 (54% Investors, 25% Brokers) |
| Phone | 404-843-3100 |
| Address | 5605 Glenridge Drive Atlanta, GA 30342 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 15.0 | ||
| Home Depot Inc | 11.6 | ||
| Genuine Parts Co | 7.8 | ||
| Nvidia Corp | 3.6 | ||
| Amazon Com Inc | 3.5 | ||
| Aflac Inc | 3.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 878 | 348.0 |
| (b) Individuals (high net worth individuals) | 295 | 800.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.0 |
| (h) Charitable organizations | 0 | 0.1 |
| (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 | 12 | 4.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,002 | 1,153.6 |
| By Discretionary | ||
| Discretionary | 2,999 | 1,153.4 |
| Non-Discretionary | 3 | 0.2 |
| Total | 3,002 | 1,153.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.7 | |
| United States Persons | 1,150.9 | |
| Total | 3,002 | 1,153.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001990190] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Clients | 5 (1 non-US) |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Frazier Financial Advisors LLC
✚
|
OH | 1,158.5 M |
|
APCM Wealth Management for Individuals LLC
✚
|
AK | 1,156.2 M |
|
Kerberrose Wealth Management LLC
✚
|
WI | 1,155.2 M |
|
Third View Private Wealth LLC
✚
|
CT | 1,155.0 M |
|
Arkos Global Advisors LLC
✚
|
TX | 1,154.9 M |
|
CVFG LLC
✚
|
IN | 1,154.4 M |
|
Cooper/Haims Advisors LLC
✚
|
NY | 1,152.4 M |
|
Aubrey Capital Management Limited
✚
|
1,152.0 M | |
|
AB2 Capital Partners LLC
✚
|
FL | 1,150.0 M |
|
Dean Capital Management LLC
✚
|
KS | 1,148.9 M |