# Longview Wealth Management, LLC

> 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.

- CRD: 139489
- Filed as: LONGVIEW WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: January 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/139489
- AdvisorCensus page: https://advisorcensus.com/firm/longview-wealth-management-llc-139489

## Quick answers

**How is Longview Wealth Management, LLC compensated?**
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.

**Is Longview Wealth Management, LLC registered with the SEC or a state?**
Longview Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 139489.

**How much does Longview Wealth Management, LLC manage?**
Longview Wealth Management, LLC reports $127,495,217 in regulatory assets under management in its Form ADV filing dated January 20, 2026 (94% discretionary).

**How have Longview Wealth Management, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Longview Wealth Management, LLC serve?**
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).

**Does Longview Wealth Management, LLC 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/139489

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $127,495,217
- Discretionary: $120,047,000
- Non-discretionary: $7,448,217

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 13 | $6,555,247 |
| High net worth individuals | 29 | $113,491,753 |
| Corporations or other businesses not listed above | 2 | $7,448,217 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2019 (7 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- longviewwealth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $115,770,051 | 2 | January 15, 2021 |
| October 2022 | $128,586,330 | 2 | January 18, 2022 |
| October 2023 | $113,785,596 | 2 | January 9, 2023 |
| October 2024 | $122,749,180 | 2 | August 3, 2024 |
| October 2025 | $124,475,427 | 2 | January 16, 2025 |
| October 2026 | $127,495,217 | 2 | January 20, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Longview Wealth Management, LLC (CRD 139489): Form ADV filing data as of October 2026.