{
  "crd_number": 139489,
  "slug": "longview-wealth-management-llc-139489",
  "primary_business_name": "LONGVIEW WEALTH MANAGEMENT, LLC",
  "legal_name": "LONGVIEW WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-08-29",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-01-20",
  "carried_forward": false,
  "raum_total": 127495217.0,
  "raum_discretionary": 120047000.0,
  "raum_non_discretionary": 7448217.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 6555247.0,
      "count": 13
    },
    "high_net_worth_individuals": {
      "raum": 113491753.0,
      "count": 29
    },
    "corporations_other_businesses": {
      "raum": 7448217.0,
      "count": 2
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MN"
  ],
  "websites": [
    "https://longviewwealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/139489",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/longview-wealth-management-llc-139489",
  "display_name": "Longview Wealth Management, LLC",
  "summary": "Longview Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 20, 2026.",
  "citation": "AdvisorCensus. Longview Wealth Management, LLC (CRD 139489): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Longview Wealth Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Longview Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Is Longview Wealth Management, LLC registered with the SEC or a state?",
      "a": "Longview Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 139489."
    },
    {
      "q": "How much does Longview Wealth Management, LLC manage?",
      "a": "Longview Wealth Management, LLC reports $127,495,217 in regulatory assets under management in its Form ADV filing dated January 20, 2026 (94% discretionary)."
    },
    {
      "q": "How have Longview Wealth Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Longview Wealth Management, LLC: Regulatory assets under management: $115,770,051 in the October 2021 data and $127,495,217 in the October 2026 data, up 10%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Longview Wealth Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (29); individuals (other than high net worth individuals) (13); corporations or other businesses not listed above (2)."
    },
    {
      "q": "Does Longview Wealth Management, LLC report any disciplinary disclosures?",
      "a": "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/139489"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 115770051.0,
      "total_employees": 2,
      "filing_date": "2021-01-15"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 128586330.0,
      "total_employees": 2,
      "filing_date": "2022-01-18"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 113785596.0,
      "total_employees": 2,
      "filing_date": "2023-01-09"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 122749180.0,
      "total_employees": 2,
      "filing_date": "2024-08-03"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 124475427.0,
      "total_employees": 2,
      "filing_date": "2025-01-16"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 127495217.0,
      "total_employees": 2,
      "filing_date": "2026-01-20"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/longview-wealth-management-llc-139489.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 13,
      "fewer_than_5": false,
      "raum": 6555247.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 29,
      "fewer_than_5": false,
      "raum": 113491753.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 2,
      "fewer_than_5": false,
      "raum": 7448217.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/139489",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}