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Longview Wealth Management, Inc.

● SEC registered since 2005CRD 136214SEC# 801-64708Atlanta, GA
Export (members)
Reg. AUM
$1.1B
Employees
26
Accounts
3,214
Location
Atlanta, GA

Longview Wealth Management, Inc. assets under management

Longview Wealth Management, Inc. operates as an SEC-registered investment adviser based in Atlanta, GA. The firm has been registered since 2005. It reports $1.1 billion in regulatory assets under management and employs 26 people.
www.linkedin.com/company/longview-wealth-management/mycompanyView on SEC.gov ↗

Longview Wealth Management, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Jennifer Hanes Stewart ControlPresident25-50%2019
John Henry Hayes ControlChief Compliance OfficerUnder 5%2018
Larry Quinton Fisher ControlCeoOver 75%2000

Frequently asked questions

How much does Longview Wealth Management, Inc. manage?

Longview Wealth Management, Inc. reports $1.1 billion in regulatory assets under management on its Form ADV.

How many employees does Longview Wealth Management, Inc. have?

Longview Wealth Management, Inc. reports 26 employees.

Where is Longview Wealth Management, Inc. located?

Longview Wealth Management, Inc. is based in Atlanta, GA and has been SEC-registered since 2005.

Does Longview Wealth Management, Inc. disclose fund performance?

Longview Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5605 Glenridge Drive, Suite 300, Atlanta, GA 30342
Phone404-843-3100
Fax404-250-9850
Office hours8:30a.m. To 5p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.1B
Non-discretionary$536K
Total (RAUM)$1.1B