Wealthview Capital, LLC
● SEC registered since 2014CRD 149476SEC# 801-79342Jackson, MS
Reg. AUM
$319.5M
Employees
9
Accounts
545
Location
Jackson, MS
Wealthview Capital, LLC assets under management
Wealthview Capital, LLC is an SEC-registered investment adviser based in Jackson, MS. The firm has been registered since 2014. It reports $319.5 million in regulatory assets under management and employs 9 people.
Wealthview Capital, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Laura Melanie Taylor | Member/Treasurer | 10-25% | 2007 |
| Lawrence Michael Tuskey Control | Chief Compliance Officer | Under 5% | 2026 |
| Samuel James Taylor Control | Managing Member | Over 75% | 2005 |
Frequently asked questions
How much does Wealthview Capital, LLC manage?
Wealthview Capital, LLC reports $319.5 million in regulatory assets under management on its Form ADV.
How many employees does Wealthview Capital, LLC have?
Wealthview Capital, LLC reports 9 employees.
Where is Wealthview Capital, LLC located?
Wealthview Capital, LLC is based in Jackson, MS and has been SEC-registered since 2014.
Does Wealthview Capital, LLC disclose fund performance?
Wealthview Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4500 I-55 North, Suite 263, Jackson, MS 39211 |
| Phone | 601-981-4040 |
| Fax | 601-981-4195 |
| Office hours | 8a.m.-5p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$319.5M▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$319.5Mregulatory AUM
Discretionary $316.9MNon-discretionary $2.5M