| Name | Title | Ownership | Since |
|---|---|---|---|
| Kevin W Swanson Control | Kingsview Investment Management - Compliance Director | Under 5% | 2021 |
| Kingsview Partners Control | Owner | Over 75% | 2016 |
| Matthew John Stolen Control | Chief Compliance Officer, Kwm | Under 5% | 2021 |
Kingsview Wealth Management, LLC reports $6.7 billion in regulatory assets under management on its Form ADV.
Kingsview Wealth Management, LLC reports 225 employees.
Kingsview Wealth Management, LLC is based in Grants Pass, OR and has been SEC-registered since 2014.
Kingsview Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 509 SE 7th Street, 2nd Floor, Grants Pass, OR 97526 |
| Phone | 312-870-6701 |
| Fax | 312-488-2635 |
| Office hours | 8a.m.-5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1791965 |
| Discloses disciplinary history | Yes |
| Discretionary | $6.62B |
| Non-discretionary | $127M |
| Total (RAUM) | $6.75B |