Wealthview Capital, LLC

RIASEC RegisteredEst. 2014

Total AUM

$319M

Discretionary

$317M

99% of AUM

Avg account

$586K

Accounts

545

Employees

Advisory reps

Firm details

Headquarters: Jackson, Mississippi
CRD number: 149476
Registered since: April 2, 2014
Website: www.wealthviewcapital.com
Custodians: PERSHING LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI87.96%
Individuals11.88%
Pension & Profit Sharing Plans0.16%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Wealthview Capital, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2014. The firm serves both individual/family and institutional clients and is owned by an individual. Its client-facing services emphasize financial planning, discretionary portfolio management for individuals and small businesses, pension consulting, and investor education through publications and seminars. Wealthview charges either a percentage of assets under management or fixed fees and does not flag ESG integration as a core part of its investment approach. The firm has been recognized in industry press: it appeared on FA Magazine’s Top RIA Firms list in 2020 and was included in Citywire’s 50 Growers Across America in 2020.