Longview Wealth Management, LLC
● SEC registered since 2019CRD 139489SEC# 801-117252
Reg. AUM
$127.5M
Employees
2
Accounts
44
Location
—
Longview Wealth Management, LLC assets under management
Longview Wealth Management, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2019. It reports $127.5 million in regulatory assets under management and employs 2 people.
Longview Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Keith Norman Tufte Control | President, Elected Manager | Over 75% | 2006 |
| Keith Norman Tufte Control | Chief Compliance Officer, Elected Manager | Over 75% | 2007 |
Frequently asked questions
How much does Longview Wealth Management, LLC manage?
Longview Wealth Management, LLC reports $127.5 million in regulatory assets under management on its Form ADV.
How many employees does Longview Wealth Management, LLC have?
Longview Wealth Management, LLC reports 2 employees.
Does Longview Wealth Management, LLC disclose fund performance?
Longview Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 952-465-1785 |
| Office hours | 8:00 To 5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$127.5M▲ 2%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 88%
Larger than 12% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$127.5Mregulatory AUM
Discretionary $120MNon-discretionary $7.4M