Wealth Manager
    SEC Registered

    Longview Asset Management, LLC

    Registered investment advisor · Santa Fe, New Mexico · CRD #122997

    Assets Under Management
    $339M
    Client Accounts
    574
    Employees
    7
    CRD Number
    122997
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

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

    About Longview Asset Management, LLC

    LongView Asset Management, LLC offers sustainable investing and wealth management services for individuals and institutions, specializing in ESG fiduciary solutions and teacher retirement plans. Based in Santa Fe, NM, it is a certified B Corporation and serves high-net-worth clients. The firm was terminated in 2014.

    Fee Structure

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

    Contacts, 13F holdings & brochure intel for Longview Asset 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 Longview Asset Management, LLC's AUM?

    Longview Asset Management, LLC reports approximately $339M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Longview Asset Management, LLC headquartered?

    Longview Asset Management, LLC is headquartered in Santa Fe, New Mexico.

    What is Longview Asset Management, LLC's CRD number?

    Longview Asset Management, LLC's CRD number is 122997. 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 Longview Asset Management, LLC manage?

    Longview Asset Management, LLC manages approximately 574 client accounts according to its latest SEC filing.

    Is Longview Asset Management, LLC SEC registered?

    Yes, Longview Asset Management, LLC is registered with the SEC as an investment adviser.

    Similar advisors in New Mexico

    Thornburg Investment Management Inc
    Santa Fe, NM · $54.5B AUM
    Ulrich Investment Consultants
    Albuquerque, NM · $3.6B AUM
    John Moore & Associates Inc
    Albuquerque, NM · $1B AUM
    Redw Wealth LLC
    Albuquerque, NM · $869M AUM
    Zanetti Financial, LLC
    Albuquerque, NM · $809M AUM
    Westwind Capital
    Las Cruces, NM · $796M AUM
    See all top RIA firms in New Mexico →

    Research firms like Longview Asset Management, LLC at scale

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

    Start Free Trial