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Longview Wealth Management, LLC

● SEC registered since 2019CRD 139489SEC# 801-117252
Export (members)
Reg. AUM
$127.5M
Employees
2
Accounts
44
Location

Longview Wealth Management, LLC assets under management

Longview Wealth Management, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2019. It reports $127.5 million in regulatory assets under management and employs 2 people.

Longview Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Keith Norman Tufte ControlChief Compliance Officer, Elected ManagerOver 75%2007
Keith Norman Tufte ControlPresident, Elected ManagerOver 75%2006

Frequently asked questions

How much does Longview Wealth Management, LLC manage?

Longview Wealth Management, LLC reports $127.5 million in regulatory assets under management on its Form ADV.

How many employees does Longview Wealth Management, LLC have?

Longview Wealth Management, LLC reports 2 employees.

Does Longview Wealth Management, LLC disclose fund performance?

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

Contact & registration

Phone952-465-1785
Office hours8:00 To 5:00
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$120M
Non-discretionary$7.4M
Total (RAUM)$127.5M