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| Keyboard |
| Longview Wealth Management LLC
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|---|---|
| CRD # | 139489 |
| SEC # | 801-117252 |
| CIK # | 0001990190 |
| AUM | 127.5 M (2026-01-20) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 952-465-1785 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| 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) | 13 | 6.6 |
| (b) Individuals (high net worth individuals) | 29 | 113.5 |
| (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 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 2 | 7.4 |
| (n) Other | 0 | 0.0 |
| Total | 44 | 127.5 |
| By Discretionary | ||
| Discretionary | 42 | 120.0 |
| Non-Discretionary | 2 | 7.4 |
| Total | 44 | 127.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 127.5 | |
| Total | 44 | 127.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001990190] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 44 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
St John & Associates Inc
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|
GA | 128.4 M |
|
Second Half Financial Partners LLC
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|
Hatcher Capital Investments Inc
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AR | 127.5 M |
|
Divvi Wealth Management LLC
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We Financial Group LLC
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|
Synergy Wealth Management LLC
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|
Protocol Wealth LLC
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|
Growstrong Wealth Strategies LLC
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|
Gainspoletti Wealth Planners Advisory LLC
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|
Bone FIDE Wealth LLC
✚
|
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