Investment adviser · CRD 148107
KINGSVIEW WEALTH MANAGEMENT, LLC
Investment adviser filing (IA)
GRANTS PASS, OR, United States · Form ADV filed Jul 29, 2026
- Regulatory AUM
- $8.96B Form ADV · Item 5.F
- Client accounts
- 31,932 Accounts, not individual clients
- Employees
- 285 Reported in this filing
- Advisory professionals
- 95 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 9,934 | $5,522,787,709 | 61.7% |
| High-net-worth individuals | 2,209 | $3,015,137,262 | 33.7% |
| Charities | 18 | $260,156,179 | 2.9% |
| Corporations & businesses | 127 | $123,830,028 | 1.4% |
| Investment companies | 7 | $25,939,826 | 0.3% |
| Retirement plans | 14 | $8,967,829 | 0.1% |
| Government entities | Fewer than 5 | $244,556 | 0.0% |
| Other clients | Fewer than 5 | $59,542 | 0.0% |
Filing source
Form ADV 2122767 · Jul 29, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 29, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Investment company portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
509 SE 7TH STREET, 2ND FLOORGRANTS PASS, OR, 97526, United States
CRD 148107
Filing source
Form ADV 2122767 · Jul 29, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.