# Longview Wealth Management

> Longview Wealth Management is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2005, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated May 19, 2026.

- CRD: 136214
- Filed as: LONGVIEW WEALTH MANAGEMENT
- Legal name: Longview Wealth Management, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: May 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/136214
- AdvisorCensus page: https://advisorcensus.com/firm/longview-wealth-management-atlanta-ga-136214

## Quick answers

**How is Longview Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Longview Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Longview Wealth Management charge?**
Its Form ADV Part 2A brochure dated February 25, 2026 states: Flat fee: up to $15,000 (Initial Financial Planning and Periodic Financial Planning Services); Subscription: $2,500 (Divorce Planning Services retainer); Hourly rate: $150 an hour (administrative time). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Longview Wealth Management located?**
Longview Wealth Management's principal office is in Atlanta, GA, according to its Form ADV; the June 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Longview Wealth Management registered with the SEC or a state?**
Longview Wealth Management is an SEC-registered investment advisory firm, registered since 2005. Status as filed: Approved. CRD 136214.

**How much does Longview Wealth Management manage?**
Longview Wealth Management reports $1,153,580,840 in regulatory assets under management in its Form ADV filing dated May 19, 2026 (100% discretionary).

**How have Longview Wealth Management's assets and staff changed since 2021?**
In the Form ADV data for Longview Wealth Management: Regulatory assets under management: $811,470,696 in the October 2021 data and $1,153,580,840 in the October 2026 data, up 42%. Total employees: 27 in October 2021 and 24 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Longview Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (878); high net worth individuals (295); corporations or other businesses not listed above (12).

**Which custodians does Longview Wealth Management use?**
Longview Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Longview Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/136214

**Does Longview Wealth Management state an account minimum?**
Its Form ADV Part 2A brochure dated February 25, 2026 says: "There is no required minimum for clients."

**What changed in Longview Wealth Management's recent Form ADV filings?**
In the June 2026 filing data: Registered or notice-filed in OK, UT.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 25, 2026)

- Account minimum: None

> There is no required minimum for clients.

- Flat fee: up to $15,000 (Initial Financial Planning and Periodic Financial Planning Services)

> Option B – Flat Fee A flat fee not to exceed $15,000.

- Subscription: $2,500 (Divorce Planning Services retainer)

> The retainer will be applied to the full and final fee incurred by the client. Generally, the retainer is $2,500.

- Hourly rate: $150 an hour (administrative time)

> one hundred fifty ($150) dollars per hour for administrative time

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,153,580,840
- Discretionary: $1,153,392,350
- Non-discretionary: $188,490

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 878 | $347,967,026 |
| High net worth individuals | 295 | $800,484,801 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $1,022,391 |
| Charitable organizations | Fewer than 5 | $147,673 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 12 | $3,958,949 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2005 (21 years)
- Employees: 24 total, 13 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AL, AZ, CA, CO, FL, GA, IL, LA, MD, MI, MO, NC, NE, NJ, NY, OH, OK, PA, SC, TN, TX, UT, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Columbus, GA
- Madison, GA

### Websites listed on Form ADV (Item 1.I)
- [longviewwealthmanagement.com](https://longviewwealthmanagement.com)
- Facebook @LONGVIEWWEALTHMANAGEMENT
- LinkedIn @longview-wealth-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $811,470,696 | 27 | July 13, 2021 |
| October 2022 | $994,984,953 | 26 | March 30, 2022 |
| October 2023 | $880,416,844 | 26 | March 30, 2023 |
| October 2024 | $986,754,089 | 26 | July 23, 2024 |
| October 2025 | $1,104,703,390 | 26 | May 9, 2025 |
| October 2026 | $1,153,580,840 | 24 | May 19, 2026 |

Regulatory assets under management: $811,470,696 in the October 2021 data and $1,153,580,840 in the October 2026 data, up 42%.
Total employees: 27 in October 2021 and 24 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Registered or notice-filed in OK, UT.

### March 2026
- Employees performing advisory functions went from 24 to 13.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Longview Wealth Management (CRD 136214): Form ADV filing data as of October 2026.