Longview Wealth Management, LLC

Overview

Longview Wealth Management is an independent registered investment adviser that emphasizes equity-driven portfolios and customized planning for high-net-worth individuals, families and select institutional clients. The firm operates a fee model that blends a percentage-of-assets approach with hourly advisory charges, and it supplements investment work with insurance brokerage services and educational workshops. Its investment footprint shows a clear preference for exchange-traded equities for core implementation, while the firm also sources third‑party alternative managers when appropriate. The adviser markets both discretionary portfolio management and tailored financial planning. That mix, combined with a small client roster, suggests a high-touch service model: portfolios are implemented primarily through liquid, listed securities and ETFs, with private-market and structured investments used selectively to meet specific client objectives or to provide diversification and yield.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices