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Wealthview Capital, LLC

● SEC registered since 2014CRD 149476SEC# 801-79342Jackson, MS
Export (members)
Reg. AUM
$286.8M
Employees
6
Accounts
511
Location
Jackson, MS

Wealthview Capital, LLC assets under management

Wealthview Capital, LLC is an SEC-registered investment adviser based in Jackson, MS. The firm has been registered since 2014. It reports $286.8 million in regulatory assets under management and employs 6 people.
www.facebook.com/wealthviewcapitalView on SEC.gov ↗

Wealthview Capital, LLC owners & executives

2 reported
NameTitleOwnershipSince
Laura Melanie TaylorMember/Treasurer10-25%2007
Samuel James Taylor ControlManaging Member/Chief Compliance OfficerOver 75%2005

Frequently asked questions

How much does Wealthview Capital, LLC manage?

Wealthview Capital, LLC reports $286.8 million in regulatory assets under management on its Form ADV.

How many employees does Wealthview Capital, LLC have?

Wealthview Capital, LLC reports 6 employees.

Where is Wealthview Capital, LLC located?

Wealthview Capital, LLC is based in Jackson, MS and has been SEC-registered since 2014.

Does Wealthview Capital, LLC disclose fund performance?

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

Contact & registration

Address4500 I-55 North, Suite 263, Jackson, MS 39211
Phone601-981-4040
Fax601-981-4195
Office hours8a.m.-5p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$281.6M
Non-discretionary$5.2M
Total (RAUM)$286.8M