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| Happy Holidays!! thanks for using AUM13F!! |
| Wealthview Capital LLC
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| CRD # | 149476 |
| SEC # | 801-79342 |
| CIK # | |
| AUM | $286.8 M (2025-03-27) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Phone | 601-981-4040 |
| Address | 4500 I55 North, Suite 263 Jackson, MS 39211 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 111 | 33.2 |
| (b) Individuals (high net worth individuals) | 77 | 253.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 0.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 511 | 286.8 |
| By Discretionary | ||
| Discretionary | 486 | 281.6 |
| Non-Discretionary | 25 | 5.2 |
| Total | 511 | 286.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 286.8 | |
| Total | 511 | 286.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Avivar Capital LLC
✚
|
0.3 | |
|
Cottage Street Advisors LLC
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|
MA | 0.3 |
|
Wetzel Investment Advisors Inc
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|
IN | 0.3 |
|
KP Financial Management LLC DBA Caissa Wealth Strategies
✚
|
MN | 0.3 |
|
Asia Pacific Financial Management Group Inc
✚
|
0.3 | |
|
Decker Retirement Planning Inc
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|
UT | 0.3 |
|
BETO Financial Group LLC
✚
|
ID | 0.3 |
|
Robasciotti & Associates Inc
✚
|
0.3 | |
|
Hutto Retirement Advisors LLC
✚
|
TX | 0.3 |
|
Turn8 Private Wealth Inc
✚
|
0.3 |