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CITYVIEW MANAGEMENT SERVICES, LLC

LOS ANGELES, CA · CRD 158370 · IAPD ↗ · cityview.com · 310-566-8700

$1.15BRegulatory AUM
30Advisory reps
30Employees
0Clients
n/aPlanning clients
6Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — CITYVIEW MANAGEMENT SERVICES, LLC shrank from 43 to 30 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
40
April 2025 — CITYVIEW MANAGEMENT SERVICES, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2025 — CITYVIEW MANAGEMENT SERVICES, LLC crossed $1B in regulatory AUM ($961.0M -> $1.10B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
38
April 2024 — CITYVIEW MANAGEMENT SERVICES, LLC shrank from 48 to 42 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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