Wealth Manager
    SEC Registered
    Manages Private Funds

    Wealthview Capital, LLC

    Registered investment advisor · Jackson, Mississippi · CRD #149476

    Assets Under Management
    $319M
    Client Accounts
    545
    Employees
    9
    CRD Number
    149476
    Registration
    SEC Registered
    Custodian
    Pershing Advisor Solutions Llc

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

    About Wealthview Capital, LLC

    Wealthview Capital, LLC is a SEC-registered investment advisory firm headquartered in Jackson, Mississippi, managing approximately $319M in regulatory assets across 545 client accounts. The firm's full regulatory record is filed with the SEC under CRD #149476.

    Fee Structure

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

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    Frequently Asked Questions

    What is Wealthview Capital, LLC's AUM?

    Wealthview Capital, LLC reports approximately $319M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Wealthview Capital, LLC headquartered?

    Wealthview Capital, LLC is headquartered in Jackson, Mississippi.

    What is Wealthview Capital, LLC's CRD number?

    Wealthview Capital, LLC's CRD number is 149476. 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 Wealthview Capital, LLC manage?

    Wealthview Capital, LLC manages approximately 545 client accounts according to its latest SEC filing.

    Is Wealthview Capital, LLC SEC registered?

    Yes, Wealthview Capital, LLC is registered with the SEC as an investment adviser with an approved registration status.

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