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WEALTHVIEW CAPITAL, LLC

JACKSON, MS · CRD 149476 · IAPD ↗ · 601-981-4040

$319.5MRegulatory AUM
4Advisory reps
9Employees
0Clients
51-100Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — WEALTHVIEW CAPITAL, LLC grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
January 2026 — WEALTHVIEW CAPITAL, LLC notice-filed in OH.
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.