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KINGSVIEW WEALTH MANAGEMENT, LLC

GRANTS PASS, OR · CRD 148107 · IAPD ↗ · monarchfunds.com · 312-870-6701

$8.96BRegulatory AUM
95Advisory reps
285Employees
0Clients
251-500Planning clients
0Private funds
51States
4Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
July 2026 — KINGSVIEW WEALTH MANAGEMENT, LLC notice-filed in AK, ME, ND, RI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
April 2026 — KINGSVIEW WEALTH MANAGEMENT, LLC reported RAUM up 33% ($6.75B -> $8.96B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
March 2025 — KINGSVIEW WEALTH MANAGEMENT, LLC reported RAUM up 39% ($4.85B -> $6.75B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
80
March 2025 — KINGSVIEW WEALTH MANAGEMENT, LLC grew from 85 to 95 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
April 2024 — KINGSVIEW WEALTH MANAGEMENT, LLC notice-filed in MS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — KINGSVIEW WEALTH MANAGEMENT, LLC added office(s): 27 -> 46 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
April 2024 — KINGSVIEW WEALTH MANAGEMENT, LLC reported RAUM up 35% ($3.58B -> $4.85B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2024 — KINGSVIEW WEALTH MANAGEMENT, LLC grew from 70 to 85 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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