|
⚲
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| Longview Wealth Management LLC
✚
| |
|---|---|
| CRD # | 139489 |
| SEC # | 801-117252 |
| CIK # | 0001990190 |
| AUM | $122.7 MM (2024-08-03) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 952-465-1785 |
| Address | 3520 N Shore Drive Orono, MN 55391 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 14.1 | |
| HD | 277,648.0 | 13.7 | |
| GPC | 19,179.1 | 10.9 | |
| MSFT | 1,918,222.4 | 5.0 | |
| UPS | 157,208.0 | 3.7 | |
| AMZN | 1,092,997.8 | 3.6 | |
| SO | 75,035.5 | 3.0 | |
| XOM | 385,508.3 | 2.8 | |
| KO | 269,985.6 | 2.7 | |
| NVDA | 399,550.0 | 2.3 |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 17 | 6.3 |
| (b) Individuals (high net worth individuals) | 33 | 111.1 |
| (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 | 5.4 |
| (n) Other | 0 | 0.0 |
| Total | 52 | 122.7 |
| By Discretionary | ||
| Discretionary | 50 | 117.4 |
| Non-Discretionary | 2 | 5.4 |
| Total | 52 | 122.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 122.7 | |
| Total | 52 | 122.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001990190] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Barrett Wealth Connection LLC
✚
|
IL | 0.1 |
|
Sterling Financial Advisors LLC
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|
NE | 0.1 |
|
Vanderpol Investments LLC
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MI | 0.1 |
|
Integra Financial Inc
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CO | 0.1 |
|
Amphora Wealth Management LLC
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NC | 0.1 |
|
Fortify Wealth Inc
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MO | 0.1 |
|
Crossover Capital Brands LLC
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PA | 0.1 |
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Hahn Financial Group Inc
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SD | 0.1 |
|
Odyssey Capital Advisors Inc
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PA | 0.1 |
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TFS Advisors LLC
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WA | 0.1 |