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LONGVIEW WEALTH MANAGEMENT

ATLANTA, GA · CRD 136214 · IAPD ↗ · 404-843-3100

$1.15BRegulatory AUM
13Advisory reps
24Employees
5Clients
1-10Planning clients
0Private funds
23States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
June 2026 — LONGVIEW WEALTH MANAGEMENT notice-filed in OK, UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
March 2026 — LONGVIEW WEALTH MANAGEMENT shrank from 24 to 13 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
47
June 2025 — LONGVIEW WEALTH MANAGEMENT notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
April 2025 — LONGVIEW WEALTH MANAGEMENT notice-filed in OH, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2025 — LONGVIEW WEALTH MANAGEMENT crossed $1B in regulatory AUM ($986.8M -> $1.10B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
March 2024 — LONGVIEW WEALTH MANAGEMENT notice-filed in MO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.