RIA Intel›Advisers›Georgia›LONGVIEW WEALTH MANAGEMENT, INC.

LONGVIEW WEALTH MANAGEMENT, INC.

Advisory

N·ATLANTA, GA

Data as of Feb 25, 2026 · Source: SEC Form ADV

Total AUM

$1.2B

1-Year AUM Growth

+11.9%

3-Year CAGR

+3.5%

Employees

13

Assets Under Management

Total AUM$1.2B

Discretionary AUM$1.2B

Non-Discretionary AUM$188K

Discretionary %100%

Total Clients1,236

Team

Total Employees13

Investment Advisers24

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record79

First FilingSep 7, 2005

Latest FilingFeb 25, 2026

🔒 Full AUM trend chart and 79 historical filings spanning 21+ 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 LONGVIEW WEALTH MANAGEMENT, INC.

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