Longview Wealth Management
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 136214
- Registered since
- September 19, 2005
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI69.39%
- Individuals30.16%
- Corporations / Businesses0.34%
- Pension & Profit Sharing Plans0.09%
- Charitable Organizations0.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Longview Wealth Management is an independent registered investment adviser organized as a corporation and SEC-registered since 2005. The firm serves both high-net-worth individuals and families as well as institutional clients and describes itself as a capital allocator that sources third-party managers. Its fee model includes AUM-based charges alongside hourly and fixed-fee arrangements. Longview also operates as a registered representative of a broker-dealer and as an insurance broker. Advisory capabilities span financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and the selection of other advisers. The firm does not present itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds78%
- Exchange Traded Equities11%
- Cash & Cash Equivalents10%
- Private Funds1%
Owners & executives
3 of 3
Larry Fisher
Chief Executive OfficerCRD 1211074
John Hayes
Chief Compliance OfficerCRD 5138331
Chason McKay
Client Services CoordinatorCRD 6808308
Contacts
3 of 10
Jessica Engebretsen
Financial AdvisorCRD 5900662
Joel Greenway
Financial AdvisorCRD 7156822
Laurie Fortson
Director of AccountingCRD 6875954
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 188Active vs passive
$372M in ETFs
51%
$189M
41%
$183M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US DIVIDEND EQUITY ETF (SCHD) | Schwab | Passive | Large Value | $20M | 629,765 | 5.37% |
Location
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 5605 Glenridge Dr
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Fulcrum Equity Partners, Inc.
RIAAtlanta, GA
Godwin Capital Group, LLC
RIAAtlanta, GA
SB Advisory, LLC
RIAAtlanta, GA
Sovereign's Capital Management, LLC
RIAAtlanta, GA
BAY Point Advisors, LLC
RIAAtlanta, GA
BIP Capital
RIAAtlanta, GA