WEALTHVIEW CAPITAL, LLC
CRD #149476 SEC #801-79342 JACKSON, MS 601-981-4040
SEC Registered
Total AUM
$286.8M
Discretionary
$281.6M
Employees
6
Clients
51
Accounts
511
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $286.8M | $281.6M | $5.2M | 6 | 0 |
| Mar 2025 | $286.8M | $281.6M | $5.2M | 6 | 0 |
| Feb 2024 | $270.5M | $265.9M | $4.5M | 6 | 0 |
| Mar 2023 | $251M | $246.4M | $4.5M | 7 | 0 |
| Feb 2022 | $264.1M | $252.8M | $11.3M | 7 | 0 |
| Mar 2021 | $253.7M | $248.3M | $5.4M | 7 | 0 |
| Jun 2020 | $208.6M | $201.6M | $7M | 7 | 2 |
| Mar 2020 | $208.6M | $201.6M | $7M | 7 | 2 |
| Dec 2019 | $196.3M | $192.4M | $4M | 7 | 0 |
| Nov 2019 | $196.3M | $192.4M | $4M | 7 | 0 |
| Sep 2019 | $170.8M | $169.3M | $1.4M | 7 | 0 |
| Jan 2019 | $170.8M | $169.3M | $1.4M | 7 | 0 |
| Sep 2018 | $175M | $165M | $10M | 4 | 165 |
| Mar 2018 | $163M | $161M | $2M | 4 | 165 |
| Mar 2017 | $138M | $136M | $2M | 4 | 200 |
| Mar 2017 | $138M | $136M | $2M | 4 | 200 |
| Mar 2017 | $138M | $136M | $2M | 4 | 200 |
| Mar 2016 | $120M | $120M | $0 | 4 | 200 |
| Mar 2015 | $130M | $130M | $0 | 4 | 200 |
| Mar 2014 | $110M | $103.3M | $6.7M | 4 | 100 |
| May 2012 | $83.5M | $74.6M | $8.9M | 1 | 150 |
| May 2012 | $83.5M | $74.6M | $8.9M | 1 | 150 |
| May 2012 | $81.9M | $71.6M | $10.3M | 1 | 150 |
| Mar 2012 | $81.9M | $71.6M | $10.3M | 1 | 150 |
| Feb 2012 | $81.9M | $71.6M | $10.3M | 1 | 147 |
| Feb 2012 | $81.9M | $71.6M | $10.3M | 1 | 147 |
| May 2011 | $82.6M | $70M | $12.6M | 5 | -- |
| Jan 2011 | $72.6M | $55.3M | $17.3M | 5 | -- |
| Mar 2009 | $0 | $0 | $0 | 5 | -- |
DateDec 2025
Total AUM$286.8M
Discretionary$281.6M
Non-Disc.$5.2M
Employees6
Clients0
DateMar 2025
Total AUM$286.8M
Discretionary$281.6M
Non-Disc.$5.2M
Employees6
Clients0
DateFeb 2024
Total AUM$270.5M
Discretionary$265.9M
Non-Disc.$4.5M
Employees6
Clients0
DateMar 2023
Total AUM$251M
Discretionary$246.4M
Non-Disc.$4.5M
Employees7
Clients0
DateFeb 2022
Total AUM$264.1M
Discretionary$252.8M
Non-Disc.$11.3M
Employees7
Clients0
DateMar 2021
Total AUM$253.7M
Discretionary$248.3M
Non-Disc.$5.4M
Employees7
Clients0
DateJun 2020
Total AUM$208.6M
Discretionary$201.6M
Non-Disc.$7M
Employees7
Clients2
DateMar 2020
Total AUM$208.6M
Discretionary$201.6M
Non-Disc.$7M
Employees7
Clients2
DateDec 2019
Total AUM$196.3M
Discretionary$192.4M
Non-Disc.$4M
Employees7
Clients0
DateNov 2019
Total AUM$196.3M
Discretionary$192.4M
Non-Disc.$4M
Employees7
Clients0
DateSep 2019
Total AUM$170.8M
Discretionary$169.3M
Non-Disc.$1.4M
Employees7
Clients0
DateJan 2019
Total AUM$170.8M
Discretionary$169.3M
Non-Disc.$1.4M
Employees7
Clients0
DateSep 2018
Total AUM$175M
Discretionary$165M
Non-Disc.$10M
Employees4
Clients165
DateMar 2018
Total AUM$163M
Discretionary$161M
Non-Disc.$2M
Employees4
Clients165
DateMar 2017
Total AUM$138M
Discretionary$136M
Non-Disc.$2M
Employees4
Clients200
DateMar 2017
Total AUM$138M
Discretionary$136M
Non-Disc.$2M
Employees4
Clients200
DateMar 2017
Total AUM$138M
Discretionary$136M
Non-Disc.$2M
Employees4
Clients200
DateMar 2016
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees4
Clients200
DateMar 2015
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees4
Clients200
DateMar 2014
Total AUM$110M
Discretionary$103.3M
Non-Disc.$6.7M
Employees4
Clients100
DateMay 2012
Total AUM$83.5M
Discretionary$74.6M
Non-Disc.$8.9M
Employees1
Clients150
DateMay 2012
Total AUM$83.5M
Discretionary$74.6M
Non-Disc.$8.9M
Employees1
Clients150
DateMay 2012
Total AUM$81.9M
Discretionary$71.6M
Non-Disc.$10.3M
Employees1
Clients150
DateMar 2012
Total AUM$81.9M
Discretionary$71.6M
Non-Disc.$10.3M
Employees1
Clients150
DateFeb 2012
Total AUM$81.9M
Discretionary$71.6M
Non-Disc.$10.3M
Employees1
Clients147
DateFeb 2012
Total AUM$81.9M
Discretionary$71.6M
Non-Disc.$10.3M
Employees1
Clients147
DateMay 2011
Total AUM$82.6M
Discretionary$70M
Non-Disc.$12.6M
Employees5
Clients--
DateJan 2011
Total AUM$72.6M
Discretionary$55.3M
Non-Disc.$17.3M
Employees5
Clients--
DateMar 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--