2017 Lewis Family Trust is listed as Owner at Kingsview Wealth Management, LLC in Grants Pass, OR. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Kingsview Wealth Management, LLC
Ownership band reported on Form ADV Schedule B
Frequently asked questions
Where does 2017 Lewis Family Trust work?
2017 Lewis Family Trust is listed as Owner at Kingsview Wealth Management, LLC on SEC Form ADV.
How much of Kingsview Wealth Management, LLC does 2017 Lewis Family Trust own?
Form ADV reports a beneficial ownership band of Over 75%.