← Back to searchVisit website
LONGVIEW WEALTH MANAGEMENT, LLC
CRD 139489 · SEC 801-117252
MN, United States
Phone
952-465-1785
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$127.5M
Discretionary AUM
$120.0M
Team
2 total employees; 1 advisory reps; 44 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-01-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 13 | $6.6M |
| High net worth individuals | 29 | $113.5M |
| Corporations/business entities | 2 | $7.4M |
States served
MN
All web addresses on file
Official SEC filing: View on IAPD