Longview Wealth Management, Inc.
● SEC registered since 2005CRD 136214SEC# 801-64708Atlanta, GA
Reg. AUM
$1.15B
Employees
24
Accounts
3,002
Location
Atlanta, GA
Longview Wealth Management, Inc. assets under management
Longview Wealth Management, Inc. operates as an SEC-registered investment adviser based in Atlanta, GA. The firm has been registered since 2005. It reports $1.2 billion in regulatory assets under management and employs 24 people.
Longview Wealth Management, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jennifer Hanes Stewart Control | President | 25-50% | 2019 |
| John Henry Hayes Control | Chief Compliance Officer | Under 5% | 2018 |
| Larry Quinton Fisher Control | Ceo | Over 75% | 2000 |
Frequently asked questions
How much does Longview Wealth Management, Inc. manage?
Longview Wealth Management, Inc. reports $1.2 billion in regulatory assets under management on its Form ADV.
How many employees does Longview Wealth Management, Inc. have?
Longview Wealth Management, Inc. reports 24 employees.
Where is Longview Wealth Management, Inc. located?
Longview Wealth Management, Inc. is based in Atlanta, GA and has been SEC-registered since 2005.
Does Longview Wealth Management, Inc. disclose fund performance?
Longview Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5605 Glenridge Drive, Suite 300, Atlanta, GA 30342 |
| Phone | 404-843-3100 |
| Fax | 404-250-9850 |
| Office hours | 8:30a.m. To 5p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.15B▲ 4%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 30%
Larger than 70% of 16,271 advisers
EmployeesTop 21%
More than 79% of 16,825 advisers
Assets under management
$1.15Bregulatory AUM
Discretionary $1.15BNon-discretionary $188K