# WEALTHVIEW CAPITAL, LLC

WEALTHVIEW CAPITAL, LLC of JACKSON, MS is an SEC-registered investment adviser.

## Registration

- CRD: 149476
- Type: SEC-registered investment adviser
- SEC file number: 801-79342
- Location: 4500 I-55 NORTH, SUITE 263, JACKSON, MS, 39211
- Phone: 601-981-4040
- Latest filing: 2026-06-09
- Regulatory AUM: $319.5M
- Discretionary AUM: $316.9M
- Non-discretionary AUM: $2.5M
- Clients: 9
- Accounts: 545

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions, Corporations

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Samuel James Taylor | MANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| Laura Melanie Taylor | MEMBER/TREASURER | — |
| TAYLOR JAMES | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| TAYLOR LAURA MELANIE | MEMBER/TREASURER | — |
| HARROP KARL WILLIAM | MEMBER/PRINCIPAL | — |
| Lawrence Michael Tuskey | CHIEF COMPLIANCE OFFICER | — |


## Branch offices (1)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| NEW ORLEANS | LA | 1 | 504-910-5400 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/149476/brochure
- Similar advisers: https://search.stillhousedata.com/firm/149476/similar
- Related entities: https://search.stillhousedata.com/firm/149476/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/149476

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.