RIA Intel›Advisers›Oregon›KINGSVIEW WEALTH MANAGEMENT, LLC

KINGSVIEW WEALTH MANAGEMENT, LLC

Advisory

N·GRANTS PASS, OR

Data as of Jul 29, 2026 · Source: SEC Form ADV

Total AUM

$9.0B

1-Year AUM Growth

+39.2%

3-Year CAGR

+25.5%

Employees

95

Assets Under Management

Total AUM$9.0B

Discretionary AUM$8.9B

Non-Discretionary AUM$15M

Discretionary %99.8%

Total Clients10,049

Team

Total Employees95

Investment Advisers285

Employee Growth (1Y)+21.4%

Filing History

Total Filings on Record96

First FilingFeb 6, 2014

Latest FilingJul 29, 2026

🔒 Full AUM trend chart and 96 historical filings spanning 12+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on KINGSVIEW WEALTH MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.