WEALTHVIEW CAPITAL, LLC

Overview

Wealthview Capital, LLC is an independent registered investment adviser formed in 2014 and organized as an LLC under individual ownership. The firm serves both individuals and families as well as institutional clients. Its fee model combines percentage-of-AUM billing with fixed fees, and its publicly disclosed advisory activities include financial planning, portfolio management for individuals and small businesses, pension consulting services, publication of periodicals or newsletters, and educational seminars and workshops. Wealthview Capital does not position itself as an ESG-focused allocator. The firm received two industry recognitions in 2020: inclusion on FA Magazine’s Top RIA Firms list and placement on Citywire’s 50 Growers Across America list.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices