KINGSVIEW WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2014

Total AUM

$9B

Discretionary

$8.9B

100% of AUM

Avg account

$281K

Accounts

31,932

Employees

285

Advisory reps

115

Firm details

Headquarters: GRANTS PASS, Oregon
CRD number: 148107
Registered since: February 24, 2014
Website: www.kingsview.com
Custodians: RAYMOND JAMES & ASSOCIATES, INC., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals61.66%
HNWI33.66%
Charitable Organizations2.9%
Corporations / Businesses1.38%
Investment Companies0.29%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Kingsview Wealth Management, LLC is an independent registered investment advisor organized as an LLC and SEC-registered since 2014. The firm serves individual and family clients alongside institutional relationships and acts as a capital allocator, sourcing third‑party managers for client mandates. Its revenue mix includes percentage‑of‑AUM fees as well as hourly and fixed‑fee arrangements. Kingsview also operates as a registered representative of a broker‑dealer and provides a range of advisory services: financial planning, portfolio management for individuals, small businesses, businesses and institutions, investment company management, and selection of other advisers. The firm identifies as not being an active ESG investor. Kingsview has received several industry recognitions, including placement in Financial Times’ Top 300 RIA Firms (2020), inclusion on FA Magazine’s Top RIA Firms list (2020), and appearing in Citywire’s “50 Growers Across America” lists (2020 and 2025).