KINGSVIEW WEALTH MANAGEMENT, LLC
CRD #148107 SEC #801-79198 GRANTS PASS, OR 312-870-6701
SEC Registered
Total AUM
$6.7B
Discretionary
$6.6B
Employees
225
Clients
251
Accounts
24,847
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $6.7B | $6.6B | $127M | 225 | 0 |
| Aug 2024 | $4.8B | $4.8B | $18M | 190 | 0 |
| Mar 2024 | $4.8B | $4.8B | $18M | 190 | 0 |
| Jan 2024 | $3.6B | $3.6B | $0 | 150 | 0 |
| Mar 2023 | $3.6B | $3.6B | $0 | 150 | 0 |
| Nov 2022 | $3.5B | $3.5B | $0 | 100 | 0 |
| Aug 2022 | $3.5B | $3.5B | $0 | 100 | 0 |
| Mar 2022 | $3.5B | $3.5B | $0 | 100 | 0 |
| Jan 2022 | $2.3B | $2.3B | $0 | 90 | 0 |
| Oct 2021 | $2.3B | $2.3B | $0 | 90 | 0 |
| May 2021 | $2.3B | $2.3B | $0 | 90 | 0 |
| Feb 2021 | $2.3B | $2.3B | $0 | 90 | 0 |
| Jan 2021 | $1.5B | $1.5B | $0 | 76 | 0 |
| Aug 2020 | $1.5B | $1.5B | $0 | 76 | 0 |
| Aug 2020 | $1.5B | $1.5B | $0 | 76 | 0 |
| Jun 2020 | $1.5B | $1.5B | $0 | 76 | 0 |
| Mar 2020 | $1.5B | $1.5B | $0 | 76 | 0 |
| Jan 2020 | $937.4M | $937.4M | $0 | 42 | 0 |
| Dec 2019 | $937.4M | $937.4M | $0 | 42 | 0 |
| Oct 2019 | $937.4M | $937.4M | $0 | 42 | 0 |
| Jul 2019 | $937.4M | $937.4M | $0 | 42 | 0 |
| Jul 2019 | $937.4M | $937.4M | $0 | 42 | 0 |
| Jun 2019 | $937.4M | $937.4M | $0 | 42 | 0 |
| May 2019 | $937.4M | $937.4M | $0 | 39 | 0 |
| Apr 2019 | $937.4M | $937.4M | $0 | 40 | 0 |
| Apr 2019 | $937.4M | $937.4M | $0 | 39 | 0 |
| Apr 2019 | $937.4M | $937.4M | $0 | 35 | 0 |
| Mar 2019 | $937.4M | $937.4M | $0 | 34 | 0 |
| Mar 2019 | $801.4M | $753.4M | $47.9M | 34 | 0 |
| Feb 2019 | $801.4M | $753.4M | $47.9M | 36 | 0 |
| Feb 2019 | $801.4M | $753.4M | $47.9M | 35 | 0 |
| Jan 2019 | $801.4M | $753.4M | $47.9M | 34 | 0 |
| Jan 2019 | $801.4M | $753.4M | $47.9M | 39 | 0 |
| Jan 2019 | $801.4M | $753.4M | $47.9M | 39 | 0 |
| Jan 2019 | $801.4M | $753.4M | $47.9M | 40 | 0 |
| Jan 2019 | $801.4M | $753.4M | $47.9M | 38 | 0 |
| Jan 2019 | $801.4M | $753.4M | $47.9M | 38 | 0 |
| Dec 2018 | $801.4M | $753.4M | $47.9M | 39 | 0 |
| Nov 2018 | $801.4M | $753.4M | $47.9M | 39 | 0 |
| Nov 2018 | $801.4M | $753.4M | $47.9M | 38 | 0 |
| Nov 2018 | $801.4M | $753.4M | $47.9M | 38 | 0 |
| Sep 2018 | $801.4M | $753.4M | $47.9M | 37 | 0 |
| Sep 2018 | $801.4M | $753.4M | $47.9M | 35 | 0 |
| Aug 2018 | $801.4M | $753.4M | $47.9M | 36 | 0 |
| Jul 2018 | $801.4M | $753.4M | $47.9M | 35 | 0 |
| Jun 2018 | $801.4M | $753.4M | $47.9M | 34 | 0 |
| Jun 2018 | $801.4M | $753.4M | $47.9M | 33 | 0 |
| Apr 2018 | $801.4M | $753.4M | $47.9M | 33 | 0 |
| Mar 2018 | $801.4M | $753.4M | $47.9M | 35 | 0 |
| Mar 2018 | $801.4M | $753.4M | $47.9M | 35 | 0 |
| Jan 2018 | $375.6M | $346M | $29.7M | 38 | 0 |
| Dec 2017 | $375.6M | $346M | $29.7M | 37 | 0 |
| Dec 2017 | $375.6M | $346M | $29.7M | 38 | 0 |
| Nov 2017 | $375.6M | $346M | $29.7M | 41 | 0 |
| Nov 2017 | $375.6M | $346M | $29.7M | 40 | 0 |
| Oct 2017 | $375.6M | $346M | $29.7M | 40 | 0 |
| Oct 2017 | $375.6M | $346M | $29.7M | 40 | 0 |
| Aug 2017 | $375.6M | $346M | $29.7M | 40 | 1,600 |
| Aug 2017 | $375.6M | $346M | $29.7M | 39 | 1,600 |
| Aug 2017 | $375.6M | $346M | $29.7M | 40 | 1,600 |
| Jul 2017 | $375.6M | $346M | $29.7M | 41 | 1,600 |
| Jul 2017 | $375.6M | $346M | $29.7M | 40 | 1,600 |
| Jun 2017 | $375.6M | $346M | $29.7M | 40 | 1,600 |
| Jun 2017 | $375.6M | $346M | $29.7M | 39 | 1,600 |
| May 2017 | $375.6M | $346M | $29.7M | 39 | 1,600 |
| May 2017 | $375.6M | $346M | $29.7M | 39 | 1,600 |
| May 2017 | $375.6M | $346M | $29.7M | 38 | 1,600 |
| Apr 2017 | $375.6M | $346M | $29.7M | 37 | 1,600 |
| Apr 2017 | $375.6M | $346M | $29.7M | 36 | 1,600 |
| Apr 2017 | $375.6M | $346M | $29.7M | 35 | 1,600 |
| Mar 2017 | $375.6M | $346M | $29.7M | 35 | 1,600 |
| Feb 2017 | $187.1M | $175.3M | $11.8M | 32 | 2,200 |
| Feb 2017 | $187.1M | $175.3M | $11.8M | 33 | 2,200 |
| Dec 2016 | $187.1M | $175.3M | $11.8M | 37 | 2,200 |
| Nov 2016 | $187.1M | $175.3M | $11.8M | 37 | 2,200 |
| Nov 2016 | $187.1M | $175.3M | $11.8M | 37 | 2,200 |
| Nov 2016 | $187.1M | $175.3M | $11.8M | 37 | 2,200 |
| Nov 2016 | $187.1M | $175.3M | $11.8M | 37 | 2,200 |
| Nov 2016 | $187.1M | $175.3M | $11.8M | 37 | 2,200 |
| Aug 2016 | $187.1M | $175.3M | $11.8M | 39 | 2,200 |
| Aug 2016 | $187.1M | $175.3M | $11.8M | 40 | 2,200 |
| Jun 2016 | $187.1M | $175.3M | $11.8M | 36 | 2,200 |
| Mar 2016 | $187.1M | $175.3M | $11.8M | 36 | 2,200 |
| Aug 2015 | $78.8M | $78.8M | $0 | 25 | 600 |
| May 2015 | $78.8M | $78.8M | $0 | 25 | 600 |
| Mar 2015 | $78.8M | $78.8M | $0 | 25 | 600 |
| Jan 2015 | $29.8M | $29.8M | $0 | 14 | 300 |
| Aug 2014 | $29.8M | $29.8M | $0 | 14 | 300 |
| Aug 2014 | $29.8M | $29.8M | $0 | 14 | 300 |
| Jul 2014 | $29.8M | $29.8M | $0 | 14 | 300 |
| Jul 2014 | $29.8M | $29.8M | $0 | 14 | 300 |
| Jun 2014 | $29.8M | $29.8M | $0 | 12 | 300 |
| Mar 2014 | $29.8M | $29.8M | $0 | 12 | 300 |
| Mar 2014 | $29.8M | $29.8M | $0 | 12 | 300 |
| Feb 2014 | $8.7M | $8.7M | $0 | 10 | 200 |
| Feb 2014 | $8.7M | $8.7M | $0 | 8 | 200 |
DateFeb 2025
Total AUM$6.7B
Discretionary$6.6B
Non-Disc.$127M
Employees225
Clients0
DateAug 2024
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$18M
Employees190
Clients0
DateMar 2024
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$18M
Employees190
Clients0
DateJan 2024
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees150
Clients0
DateMar 2023
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees150
Clients0
DateNov 2022
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees100
Clients0
DateAug 2022
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees100
Clients0
DateMar 2022
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees100
Clients0
DateJan 2022
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees90
Clients0
DateOct 2021
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees90
Clients0
DateMay 2021
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees90
Clients0
DateFeb 2021
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees90
Clients0
DateJan 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees76
Clients0
DateAug 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees76
Clients0
DateAug 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees76
Clients0
DateJun 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees76
Clients0
DateMar 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees76
Clients0
DateJan 2020
Total AUM$937.4M
Discretionary$937.4M
Non-Disc.$0
Employees42
Clients0
DateDec 2019
Total AUM$937.4M
Discretionary$937.4M
Non-Disc.$0
Employees42
Clients0
DateOct 2019
Total AUM$937.4M
Discretionary$937.4M
Non-Disc.$0
Employees42
Clients0
DateJul 2019
Total AUM$937.4M
Discretionary$937.4M
Non-Disc.$0
Employees42
Clients0
DateJul 2019
Total AUM$937.4M
Discretionary$937.4M
Non-Disc.$0
Employees42
Clients0
DateJun 2019
Total AUM$937.4M
Discretionary$937.4M
Non-Disc.$0
Employees42
Clients0
DateMay 2019
Total AUM$937.4M
Discretionary$937.4M
Non-Disc.$0
Employees39
Clients0
DateApr 2019
Total AUM$937.4M
Discretionary$937.4M
Non-Disc.$0
Employees40
Clients0
DateApr 2019
Total AUM$937.4M
Discretionary$937.4M
Non-Disc.$0
Employees39
Clients0
DateApr 2019
Total AUM$937.4M
Discretionary$937.4M
Non-Disc.$0
Employees35
Clients0
DateMar 2019
Total AUM$937.4M
Discretionary$937.4M
Non-Disc.$0
Employees34
Clients0
DateMar 2019
Total AUM$801.4M
Discretionary$753.4M
Non-Disc.$47.9M
Employees34
Clients0
DateFeb 2019
Total AUM$801.4M
Discretionary$753.4M
Non-Disc.$47.9M
Employees36
Clients0
DateFeb 2019
Total AUM$801.4M
Discretionary$753.4M
Non-Disc.$47.9M
Employees35
Clients0
DateJan 2019
Total AUM$801.4M
Discretionary$753.4M
Non-Disc.$47.9M
Employees34
Clients0
DateJan 2019
Total AUM$801.4M
Discretionary$753.4M
Non-Disc.$47.9M
Employees39
Clients0
DateJan 2019
Total AUM$801.4M
Discretionary$753.4M
Non-Disc.$47.9M
Employees39
Clients0
DateJan 2019
Total AUM$801.4M
Discretionary$753.4M
Non-Disc.$47.9M
Employees40
Clients0
DateJan 2019
Total AUM$801.4M
Discretionary$753.4M
Non-Disc.$47.9M
Employees38
Clients0
DateJan 2019
Total AUM$801.4M
Discretionary$753.4M
Non-Disc.$47.9M
Employees38
Clients0
DateDec 2018
Total AUM$801.4M
Discretionary$753.4M
Non-Disc.$47.9M
Employees39
Clients0
DateNov 2018
Total AUM$801.4M
Discretionary$753.4M
Non-Disc.$47.9M
Employees39
Clients0
DateNov 2018
Total AUM$801.4M
Discretionary$753.4M
Non-Disc.$47.9M
Employees38
Clients0
DateNov 2018
Total AUM$801.4M
Discretionary$753.4M
Non-Disc.$47.9M
Employees38
Clients0
DateSep 2018
Total AUM$801.4M
Discretionary$753.4M
Non-Disc.$47.9M
Employees37
Clients0
DateSep 2018
Total AUM$801.4M
Discretionary$753.4M
Non-Disc.$47.9M
Employees35
Clients0
DateAug 2018
Total AUM$801.4M
Discretionary$753.4M
Non-Disc.$47.9M
Employees36
Clients0
DateJul 2018
Total AUM$801.4M
Discretionary$753.4M
Non-Disc.$47.9M
Employees35
Clients0
DateJun 2018
Total AUM$801.4M
Discretionary$753.4M
Non-Disc.$47.9M
Employees34
Clients0
DateJun 2018
Total AUM$801.4M
Discretionary$753.4M
Non-Disc.$47.9M
Employees33
Clients0
DateApr 2018
Total AUM$801.4M
Discretionary$753.4M
Non-Disc.$47.9M
Employees33
Clients0
DateMar 2018
Total AUM$801.4M
Discretionary$753.4M
Non-Disc.$47.9M
Employees35
Clients0
DateMar 2018
Total AUM$801.4M
Discretionary$753.4M
Non-Disc.$47.9M
Employees35
Clients0
DateJan 2018
Total AUM$375.6M
Discretionary$346M
Non-Disc.$29.7M
Employees38
Clients0
DateDec 2017
Total AUM$375.6M
Discretionary$346M
Non-Disc.$29.7M
Employees37
Clients0
DateDec 2017
Total AUM$375.6M
Discretionary$346M
Non-Disc.$29.7M
Employees38
Clients0
DateNov 2017
Total AUM$375.6M
Discretionary$346M
Non-Disc.$29.7M
Employees41
Clients0
DateNov 2017
Total AUM$375.6M
Discretionary$346M
Non-Disc.$29.7M
Employees40
Clients0
DateOct 2017
Total AUM$375.6M
Discretionary$346M
Non-Disc.$29.7M
Employees40
Clients0
DateOct 2017
Total AUM$375.6M
Discretionary$346M
Non-Disc.$29.7M
Employees40
Clients0
DateAug 2017
Total AUM$375.6M
Discretionary$346M
Non-Disc.$29.7M
Employees40
Clients1,600
DateAug 2017
Total AUM$375.6M
Discretionary$346M
Non-Disc.$29.7M
Employees39
Clients1,600
DateAug 2017
Total AUM$375.6M
Discretionary$346M
Non-Disc.$29.7M
Employees40
Clients1,600
DateJul 2017
Total AUM$375.6M
Discretionary$346M
Non-Disc.$29.7M
Employees41
Clients1,600
DateJul 2017
Total AUM$375.6M
Discretionary$346M
Non-Disc.$29.7M
Employees40
Clients1,600
DateJun 2017
Total AUM$375.6M
Discretionary$346M
Non-Disc.$29.7M
Employees40
Clients1,600
DateJun 2017
Total AUM$375.6M
Discretionary$346M
Non-Disc.$29.7M
Employees39
Clients1,600
DateMay 2017
Total AUM$375.6M
Discretionary$346M
Non-Disc.$29.7M
Employees39
Clients1,600
DateMay 2017
Total AUM$375.6M
Discretionary$346M
Non-Disc.$29.7M
Employees39
Clients1,600
DateMay 2017
Total AUM$375.6M
Discretionary$346M
Non-Disc.$29.7M
Employees38
Clients1,600
DateApr 2017
Total AUM$375.6M
Discretionary$346M
Non-Disc.$29.7M
Employees37
Clients1,600
DateApr 2017
Total AUM$375.6M
Discretionary$346M
Non-Disc.$29.7M
Employees36
Clients1,600
DateApr 2017
Total AUM$375.6M
Discretionary$346M
Non-Disc.$29.7M
Employees35
Clients1,600
DateMar 2017
Total AUM$375.6M
Discretionary$346M
Non-Disc.$29.7M
Employees35
Clients1,600
DateFeb 2017
Total AUM$187.1M
Discretionary$175.3M
Non-Disc.$11.8M
Employees32
Clients2,200
DateFeb 2017
Total AUM$187.1M
Discretionary$175.3M
Non-Disc.$11.8M
Employees33
Clients2,200
DateDec 2016
Total AUM$187.1M
Discretionary$175.3M
Non-Disc.$11.8M
Employees37
Clients2,200
DateNov 2016
Total AUM$187.1M
Discretionary$175.3M
Non-Disc.$11.8M
Employees37
Clients2,200
DateNov 2016
Total AUM$187.1M
Discretionary$175.3M
Non-Disc.$11.8M
Employees37
Clients2,200
DateNov 2016
Total AUM$187.1M
Discretionary$175.3M
Non-Disc.$11.8M
Employees37
Clients2,200
DateNov 2016
Total AUM$187.1M
Discretionary$175.3M
Non-Disc.$11.8M
Employees37
Clients2,200
DateNov 2016
Total AUM$187.1M
Discretionary$175.3M
Non-Disc.$11.8M
Employees37
Clients2,200
DateAug 2016
Total AUM$187.1M
Discretionary$175.3M
Non-Disc.$11.8M
Employees39
Clients2,200
DateAug 2016
Total AUM$187.1M
Discretionary$175.3M
Non-Disc.$11.8M
Employees40
Clients2,200
DateJun 2016
Total AUM$187.1M
Discretionary$175.3M
Non-Disc.$11.8M
Employees36
Clients2,200
DateMar 2016
Total AUM$187.1M
Discretionary$175.3M
Non-Disc.$11.8M
Employees36
Clients2,200
DateAug 2015
Total AUM$78.8M
Discretionary$78.8M
Non-Disc.$0
Employees25
Clients600
DateMay 2015
Total AUM$78.8M
Discretionary$78.8M
Non-Disc.$0
Employees25
Clients600
DateMar 2015
Total AUM$78.8M
Discretionary$78.8M
Non-Disc.$0
Employees25
Clients600
DateJan 2015
Total AUM$29.8M
Discretionary$29.8M
Non-Disc.$0
Employees14
Clients300
DateAug 2014
Total AUM$29.8M
Discretionary$29.8M
Non-Disc.$0
Employees14
Clients300
DateAug 2014
Total AUM$29.8M
Discretionary$29.8M
Non-Disc.$0
Employees14
Clients300
DateJul 2014
Total AUM$29.8M
Discretionary$29.8M
Non-Disc.$0
Employees14
Clients300
DateJul 2014
Total AUM$29.8M
Discretionary$29.8M
Non-Disc.$0
Employees14
Clients300
DateJun 2014
Total AUM$29.8M
Discretionary$29.8M
Non-Disc.$0
Employees12
Clients300
DateMar 2014
Total AUM$29.8M
Discretionary$29.8M
Non-Disc.$0
Employees12
Clients300
DateMar 2014
Total AUM$29.8M
Discretionary$29.8M
Non-Disc.$0
Employees12
Clients300
DateFeb 2014
Total AUM$8.7M
Discretionary$8.7M
Non-Disc.$0
Employees10
Clients200
DateFeb 2014
Total AUM$8.7M
Discretionary$8.7M
Non-Disc.$0
Employees8
Clients200