BELONGING WEALTH MANAGEMENT

BELONGING WEALTH MANAGEMENT of LONGVIEW, TX is an SEC-registered investment adviser (CRD 292974). Regulatory assets under management: $10.8M.

Registration

• CRD: 292974
• Type: Registered investment adviser
• Location: 1405 COLONY CIRCLE, LONGVIEW, TX, 75604
• Phone: 903-471-0624
• Latest filing: 2026-01-13
• Regulatory AUM: $10.8M
• Discretionary AUM: $10.8M
• Clients: 2
• Accounts: 54

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 292974 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search