Wealth Manager
    SEC Registered
    Manages Private Funds

    Kingsview Wealth Management, LLC

    Registered investment advisor · Grants Pass, Oregon · CRD #148107

    Assets Under Management
    $9B
    Client Accounts
    31,932
    Employees
    285
    CRD Number
    148107
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Kingsview Wealth Management, LLC

    Kingsview Wealth Management, LLC is a large investment advisory firm managing $2.25 billion in assets. It offers financial planning and investment management services to individual and institutional clients. The firm operates on a fee-based model.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Kingsview Wealth Management, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Kingsview Wealth Management, LLC's AUM?

    Kingsview Wealth Management, LLC reports approximately $9B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Kingsview Wealth Management, LLC headquartered?

    Kingsview Wealth Management, LLC is headquartered in Grants Pass, Oregon.

    What is Kingsview Wealth Management, LLC's CRD number?

    Kingsview Wealth Management, LLC's CRD number is 148107. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Kingsview Wealth Management, LLC manage?

    Kingsview Wealth Management, LLC manages approximately 31,932 client accounts according to its latest SEC filing.

    Is Kingsview Wealth Management, LLC SEC registered?

    Yes, Kingsview Wealth Management, LLC is registered with the SEC as an investment adviser with an approved registration status.

    Similar advisors in Oregon

    Government Portfolio Advisors LLC
    Portland, OR · $35.1B AUM
    Stancorp Investment Advisers, Inc.
    Portland, OR · $34.5B AUM
    Ferguson Wellman Capital Management, Inc.
    Portland, OR · $10.7B AUM
    Northwest Capital Management Inc.
    Lake Oswego, OR · $8.5B AUM
    Aldrich Wealth LP
    Lake Oswego, OR · $7.6B AUM
    Campbell Global
    Portland, OR · $7B AUM
    See all top RIA firms in Oregon →

    Research firms like Kingsview Wealth Management, LLC at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial