Kingsview Wealth Management, LLC
● SEC registered since 2014CRD 148107SEC# 801-79198Grants Pass, OR
Reg. AUM
$8.96B
Employees
285
Accounts
31,932
Location
Grants Pass, OR
About Kingsview Wealth Management
Monarch ETFs, associated with this adviser listing, offers index-based ETF strategies spanning income, blue-chip, dividend, and factor-oriented exposures. Its passive funds seek to replicate proprietary indexes with dynamic allocation across traditional and non-traditional asset classes.
Summary based on the firm’s website.
Kingsview Wealth Management, LLC assets under management
Kingsview Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Grants Pass, OR. The firm has been registered since 2014. It reports $9 billion in regulatory assets under management and employs 285 people.
Kingsview Wealth Management, LLC owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Marshall Belniak Control | President, Chief Financial Officer | Under 5% | 2026 |
| Kevin W Swanson Control | Coo, Kingsview Investment Management | Under 5% | 2026 |
| Kingsview Partners Control | Owner | Over 75% | 2016 |
| Matthew John Stolen Control | Chief Compliance Officer | Under 5% | 2021 |
| Neil Ray Peplinski Control | Chief Investment Officer | Under 5% | 2026 |
| Sean Patrick McGillivray Control | Chief Operations Officer | Under 5% | 2016 |
| 2017 Lewis Family Trust Control | Owner | Over 75% | 2020 |
| Ftv Windsor Aggregator GP, L.L.C. Control | General Partner | — | 2026 |
| Ftv Windsor Aggregator, L.P. Control | Owner | Over 75% | 2026 |
| Ftv Windsor Holdings, Inc Control | Owner | 50-75% | 2026 |
See all 12 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Kingsview Wealth Management, LLC manage?
Kingsview Wealth Management, LLC reports $9 billion in regulatory assets under management on its Form ADV.
How many employees does Kingsview Wealth Management, LLC have?
Kingsview Wealth Management, LLC reports 285 employees.
Where is Kingsview Wealth Management, LLC located?
Kingsview Wealth Management, LLC is based in Grants Pass, OR and has been SEC-registered since 2014.
Does Kingsview Wealth Management, LLC disclose fund performance?
Kingsview Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 509 SE 7th Street, 2nd Floor, Grants Pass, OR 97526 |
| Phone | 312-870-6701 |
| Fax | 312-488-2635 |
| Office hours | 8a.m.-5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1791965 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$8.96B▲ 33%
Feb '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 9%
Larger than 91% of 16,389 advisers
EmployeesTop 3%
More than 97% of 16,799 advisers
Assets under management
$8.96Bregulatory AUM
Discretionary $8.94BNon-discretionary $15.1M