LONGVIEW WEALTH MANAGEMENT, LLC

LONGVIEW WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 139489). Regulatory assets under management: $127.5M.

Registration

• CRD: 139489
• SEC file number: 801-117252
• Type: Registered investment adviser
• Phone: 952-465-1785
• Latest filing: 2026-01-20
• Regulatory AUM: $127.5M
• Discretionary AUM: $120.0M
• Non-discretionary AUM: $7.4M
• Clients: 2
• Accounts: 44

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 139489 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search