Key facts
- LONGVIEW WEALTH MANAGEMENT is a other based in ATLANTA, GA.
- LONGVIEW WEALTH MANAGEMENT reports $2.7M in regulatory assets under management, per its SEC Form ADV (2026-02).
Registered with the SEC
Form ADV · 2026-02 · CRD 136214- Regulatory AUM
- $2.7M
- Private fund assets
- —
- Private funds
- —
- Staff
- 24
- Registered office
- ATLANTA, GA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as LONGVIEW WEALTH MANAGEMENT, INC.).
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Portfolio
Portfolio — not yet on record
No portfolio companies for LONGVIEW WEALTH MANAGEMENT are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is LONGVIEW WEALTH MANAGEMENT's AUM?
- LONGVIEW WEALTH MANAGEMENT manages approximately $2.7M in assets.