LONGVIEW WEALTH MANAGEMENT, INC.
Legal name: LONGVIEW WEALTH MANAGEMENT
CRD #136214 SEC #801-64708 ATLANTA, GA 404-843-3100
SEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
Employees
26
Clients
10
Accounts
3,214
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $1.1B | $1.1B | $536K | 26 | 10 |
| Mar 2025 | $1.1B | $1.1B | $536K | 26 | 10 |
| Dec 2024 | $986.8M | $986.8M | $0 | 26 | 22 |
| Jul 2024 | $986.8M | $986.8M | $0 | 26 | 22 |
| Feb 2024 | $986.8M | $986.8M | $0 | 26 | 22 |
| Dec 2023 | $880.4M | $864.6M | $15.8M | 26 | 25 |
| Mar 2023 | $880.4M | $864.6M | $15.8M | 26 | 25 |
| Mar 2022 | $995M | $938.2M | $56.8M | 26 | 25 |
| Jul 2021 | $811.5M | $774.4M | $37.1M | 27 | 27 |
| May 2021 | $811.5M | $774.4M | $37.1M | 27 | 27 |
| Mar 2021 | $811.5M | $774.4M | $37.1M | 27 | 27 |
| Jul 2020 | $639.6M | $621.5M | $18.1M | 28 | 44 |
| Jun 2020 | $639.6M | $621.5M | $18.1M | 28 | 44 |
| Mar 2020 | $639.6M | $621.5M | $18.1M | 28 | 44 |
| Jul 2019 | $579.7M | $559.6M | $20.1M | 27 | 57 |
| Mar 2019 | $579.7M | $559.6M | $20.1M | 27 | 57 |
| Mar 2019 | $579.8M | $522.8M | $57M | 31 | 92 |
| Jan 2019 | $579.8M | $522.8M | $57M | 31 | 92 |
| Nov 2018 | $579.8M | $522.8M | $57M | 31 | 92 |
| Nov 2018 | $579.8M | $522.8M | $57M | 31 | 92 |
| Aug 2018 | $579.8M | $522.8M | $57M | 31 | 92 |
| Aug 2018 | $579.8M | $522.8M | $57M | 31 | 92 |
| Aug 2018 | $579.8M | $522.8M | $57M | 31 | 92 |
| May 2018 | $579.8M | $522.8M | $57M | 31 | 92 |
| Mar 2018 | $579.8M | $522.8M | $57M | 31 | 92 |
| Jan 2018 | $451.2M | $395M | $56.2M | 27 | 159 |
| Sep 2017 | $451.2M | $395M | $56.2M | 18 | 1,000 |
| May 2017 | $451.2M | $395M | $56.2M | 18 | 1,000 |
| Mar 2017 | $451.2M | $395M | $56.2M | 18 | 1,000 |
| Dec 2016 | $415.2M | $365.4M | $49.8M | 18 | 900 |
| Nov 2016 | $415.2M | $365.4M | $49.8M | 18 | 900 |
| Nov 2016 | $415.2M | $365.4M | $49.8M | 18 | 900 |
| Nov 2016 | $415.2M | $365.4M | $49.8M | 18 | 900 |
| May 2016 | $415.2M | $365.4M | $49.8M | 18 | 900 |
| Jan 2016 | $415.2M | $365.4M | $49.8M | 18 | 900 |
| Oct 2015 | $421.6M | $359M | $62.6M | 21 | 800 |
| Aug 2015 | $421.6M | $359M | $62.6M | 21 | 800 |
| Jul 2015 | $421.6M | $359M | $62.6M | 21 | 800 |
| Mar 2015 | $421.6M | $359M | $62.6M | 21 | 800 |
| Mar 2015 | $374.4M | $307.3M | $67.2M | 19 | 700 |
| Jan 2015 | $374.4M | $307.3M | $67.2M | 19 | 700 |
| Aug 2014 | $374.4M | $307.3M | $67.2M | 19 | 700 |
| Jul 2014 | $374.4M | $307.3M | $67.2M | 19 | 700 |
| Feb 2014 | $344.4M | $286.2M | $58.2M | 19 | 600 |
| Nov 2013 | $344.4M | $286.2M | $58.2M | 19 | 600 |
| Sep 2013 | $344.4M | $286.2M | $58.2M | 19 | 600 |
| Jun 2013 | $344.4M | $286.2M | $58.2M | 19 | 600 |
| Feb 2013 | $261.2M | $201.7M | $59.4M | 20 | 600 |
| Jan 2013 | $261.2M | $201.7M | $59.4M | 20 | 600 |
| Oct 2012 | $261.2M | $201.7M | $59.4M | 11 | 600 |
| Jul 2012 | $261.2M | $201.7M | $59.4M | 11 | 600 |
| Mar 2012 | $242M | $166.7M | $75.3M | 11 | 500 |
| Jul 2011 | $242M | $166.7M | $75.3M | -- | -- |
| Jan 2011 | $202.2M | $125.9M | $76.3M | -- | -- |
| Aug 2010 | $202.2M | $125.9M | $76.3M | -- | -- |
| Jul 2010 | $202.2M | $125.9M | $76.3M | -- | -- |
| May 2010 | $179.3M | $49.1M | $130.3M | -- | -- |
| Jan 2008 | $168.3M | $0 | $168.3M | -- | -- |
| Jan 2008 | $168.3M | $0 | $168.3M | -- | -- |
| Jan 2008 | $168.3M | $0 | $168.3M | -- | -- |
| Oct 2007 | $168.3M | $0 | $168.3M | -- | -- |
| May 2007 | $62.5M | $0 | $62.5M | -- | -- |
| May 2007 | $62.5M | $0 | $62.5M | -- | -- |
| Feb 2007 | $62.5M | $0 | $62.5M | -- | -- |
| Jan 2007 | $62.5M | $0 | $62.5M | -- | -- |
| Jan 2006 | $100M | $0 | $100M | -- | -- |
| Nov 2005 | $100M | $0 | $100M | -- | -- |
| Nov 2005 | $100M | $0 | $100M | -- | -- |
| Oct 2005 | $100M | $0 | $100M | -- | -- |
| Sep 2005 | $100M | $0 | $100M | -- | -- |
DateMay 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$536K
Employees26
Clients10
DateMar 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$536K
Employees26
Clients10
DateDec 2024
Total AUM$986.8M
Discretionary$986.8M
Non-Disc.$0
Employees26
Clients22
DateJul 2024
Total AUM$986.8M
Discretionary$986.8M
Non-Disc.$0
Employees26
Clients22
DateFeb 2024
Total AUM$986.8M
Discretionary$986.8M
Non-Disc.$0
Employees26
Clients22
DateDec 2023
Total AUM$880.4M
Discretionary$864.6M
Non-Disc.$15.8M
Employees26
Clients25
DateMar 2023
Total AUM$880.4M
Discretionary$864.6M
Non-Disc.$15.8M
Employees26
Clients25
DateMar 2022
Total AUM$995M
Discretionary$938.2M
Non-Disc.$56.8M
Employees26
Clients25
DateJul 2021
Total AUM$811.5M
Discretionary$774.4M
Non-Disc.$37.1M
Employees27
Clients27
DateMay 2021
Total AUM$811.5M
Discretionary$774.4M
Non-Disc.$37.1M
Employees27
Clients27
DateMar 2021
Total AUM$811.5M
Discretionary$774.4M
Non-Disc.$37.1M
Employees27
Clients27
DateJul 2020
Total AUM$639.6M
Discretionary$621.5M
Non-Disc.$18.1M
Employees28
Clients44
DateJun 2020
Total AUM$639.6M
Discretionary$621.5M
Non-Disc.$18.1M
Employees28
Clients44
DateMar 2020
Total AUM$639.6M
Discretionary$621.5M
Non-Disc.$18.1M
Employees28
Clients44
DateJul 2019
Total AUM$579.7M
Discretionary$559.6M
Non-Disc.$20.1M
Employees27
Clients57
DateMar 2019
Total AUM$579.7M
Discretionary$559.6M
Non-Disc.$20.1M
Employees27
Clients57
DateMar 2019
Total AUM$579.8M
Discretionary$522.8M
Non-Disc.$57M
Employees31
Clients92
DateJan 2019
Total AUM$579.8M
Discretionary$522.8M
Non-Disc.$57M
Employees31
Clients92
DateNov 2018
Total AUM$579.8M
Discretionary$522.8M
Non-Disc.$57M
Employees31
Clients92
DateNov 2018
Total AUM$579.8M
Discretionary$522.8M
Non-Disc.$57M
Employees31
Clients92
DateAug 2018
Total AUM$579.8M
Discretionary$522.8M
Non-Disc.$57M
Employees31
Clients92
DateAug 2018
Total AUM$579.8M
Discretionary$522.8M
Non-Disc.$57M
Employees31
Clients92
DateAug 2018
Total AUM$579.8M
Discretionary$522.8M
Non-Disc.$57M
Employees31
Clients92
DateMay 2018
Total AUM$579.8M
Discretionary$522.8M
Non-Disc.$57M
Employees31
Clients92
DateMar 2018
Total AUM$579.8M
Discretionary$522.8M
Non-Disc.$57M
Employees31
Clients92
DateJan 2018
Total AUM$451.2M
Discretionary$395M
Non-Disc.$56.2M
Employees27
Clients159
DateSep 2017
Total AUM$451.2M
Discretionary$395M
Non-Disc.$56.2M
Employees18
Clients1,000
DateMay 2017
Total AUM$451.2M
Discretionary$395M
Non-Disc.$56.2M
Employees18
Clients1,000
DateMar 2017
Total AUM$451.2M
Discretionary$395M
Non-Disc.$56.2M
Employees18
Clients1,000
DateDec 2016
Total AUM$415.2M
Discretionary$365.4M
Non-Disc.$49.8M
Employees18
Clients900
DateNov 2016
Total AUM$415.2M
Discretionary$365.4M
Non-Disc.$49.8M
Employees18
Clients900
DateNov 2016
Total AUM$415.2M
Discretionary$365.4M
Non-Disc.$49.8M
Employees18
Clients900
DateNov 2016
Total AUM$415.2M
Discretionary$365.4M
Non-Disc.$49.8M
Employees18
Clients900
DateMay 2016
Total AUM$415.2M
Discretionary$365.4M
Non-Disc.$49.8M
Employees18
Clients900
DateJan 2016
Total AUM$415.2M
Discretionary$365.4M
Non-Disc.$49.8M
Employees18
Clients900
DateOct 2015
Total AUM$421.6M
Discretionary$359M
Non-Disc.$62.6M
Employees21
Clients800
DateAug 2015
Total AUM$421.6M
Discretionary$359M
Non-Disc.$62.6M
Employees21
Clients800
DateJul 2015
Total AUM$421.6M
Discretionary$359M
Non-Disc.$62.6M
Employees21
Clients800
DateMar 2015
Total AUM$421.6M
Discretionary$359M
Non-Disc.$62.6M
Employees21
Clients800
DateMar 2015
Total AUM$374.4M
Discretionary$307.3M
Non-Disc.$67.2M
Employees19
Clients700
DateJan 2015
Total AUM$374.4M
Discretionary$307.3M
Non-Disc.$67.2M
Employees19
Clients700
DateAug 2014
Total AUM$374.4M
Discretionary$307.3M
Non-Disc.$67.2M
Employees19
Clients700
DateJul 2014
Total AUM$374.4M
Discretionary$307.3M
Non-Disc.$67.2M
Employees19
Clients700
DateFeb 2014
Total AUM$344.4M
Discretionary$286.2M
Non-Disc.$58.2M
Employees19
Clients600
DateNov 2013
Total AUM$344.4M
Discretionary$286.2M
Non-Disc.$58.2M
Employees19
Clients600
DateSep 2013
Total AUM$344.4M
Discretionary$286.2M
Non-Disc.$58.2M
Employees19
Clients600
DateJun 2013
Total AUM$344.4M
Discretionary$286.2M
Non-Disc.$58.2M
Employees19
Clients600
DateFeb 2013
Total AUM$261.2M
Discretionary$201.7M
Non-Disc.$59.4M
Employees20
Clients600
DateJan 2013
Total AUM$261.2M
Discretionary$201.7M
Non-Disc.$59.4M
Employees20
Clients600
DateOct 2012
Total AUM$261.2M
Discretionary$201.7M
Non-Disc.$59.4M
Employees11
Clients600
DateJul 2012
Total AUM$261.2M
Discretionary$201.7M
Non-Disc.$59.4M
Employees11
Clients600
DateMar 2012
Total AUM$242M
Discretionary$166.7M
Non-Disc.$75.3M
Employees11
Clients500
DateJul 2011
Total AUM$242M
Discretionary$166.7M
Non-Disc.$75.3M
Employees--
Clients--
DateJan 2011
Total AUM$202.2M
Discretionary$125.9M
Non-Disc.$76.3M
Employees--
Clients--
DateAug 2010
Total AUM$202.2M
Discretionary$125.9M
Non-Disc.$76.3M
Employees--
Clients--
DateJul 2010
Total AUM$202.2M
Discretionary$125.9M
Non-Disc.$76.3M
Employees--
Clients--
DateMay 2010
Total AUM$179.3M
Discretionary$49.1M
Non-Disc.$130.3M
Employees--
Clients--
DateJan 2008
Total AUM$168.3M
Discretionary$0
Non-Disc.$168.3M
Employees--
Clients--
DateJan 2008
Total AUM$168.3M
Discretionary$0
Non-Disc.$168.3M
Employees--
Clients--
DateJan 2008
Total AUM$168.3M
Discretionary$0
Non-Disc.$168.3M
Employees--
Clients--
DateOct 2007
Total AUM$168.3M
Discretionary$0
Non-Disc.$168.3M
Employees--
Clients--
DateMay 2007
Total AUM$62.5M
Discretionary$0
Non-Disc.$62.5M
Employees--
Clients--
DateMay 2007
Total AUM$62.5M
Discretionary$0
Non-Disc.$62.5M
Employees--
Clients--
DateFeb 2007
Total AUM$62.5M
Discretionary$0
Non-Disc.$62.5M
Employees--
Clients--
DateJan 2007
Total AUM$62.5M
Discretionary$0
Non-Disc.$62.5M
Employees--
Clients--
DateJan 2006
Total AUM$100M
Discretionary$0
Non-Disc.$100M
Employees--
Clients--
DateNov 2005
Total AUM$100M
Discretionary$0
Non-Disc.$100M
Employees--
Clients--
DateNov 2005
Total AUM$100M
Discretionary$0
Non-Disc.$100M
Employees--
Clients--
DateOct 2005
Total AUM$100M
Discretionary$0
Non-Disc.$100M
Employees--
Clients--
DateSep 2005
Total AUM$100M
Discretionary$0
Non-Disc.$100M
Employees--
Clients--