# Longview Wealth Management

Longview Wealth Management is a Bank / Wealth / Trust based in Atlanta, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Atlanta, United States
- **Region:** North America
- **Address:** Excelsior, MN, United States
- **Founded:** 2007
- **Assets under management:** Undisclosed
- **Website:** longviewwealth.com
- **LinkedIn:** https://www.linkedin.com/company/longview-wealth-management

## Regulatory record

- **CRD number:** 136214
- **SEC file number:** 801-64708
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-19T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/136214

## About

Founded in 2007, Longview Wealth Management operates as a registered investment advisor based in Excelsior, Minnesota. The firm advises individuals, high-net-worth families, and institutional clients including corporate pension plans and foundations. Its structure as an RIA distinguishes it from broker-dealers, imposing a fiduciary duty to place client interests ahead of the firm's own — a legal obligation that shapes every engagement. Longview provides investment management and financial planning services across asset classes typical of a Midwestern wealth advisory practice. The RIA model allows it to construct portfolios using individual securities, mutual funds, and ETFs without the product-sales bias that can accompany wirehouse or bank-affiliated advisors. No public AUM or team-size figure is available. The firm's Minnesota incorporation records confirm its founding year and Excelsior address. Without published headcount data, the firm's size cannot be verified, though its 18-year operating history in a single location implies a boutique practice rather than a multi-office enterprise. The absence of a LinkedIn presence for the firm limits visibility into its current leadership and organizational structure. Longview's structural differentiator is its RIA registration — a regulatory choice rather than a feature of scale or niche. Unlike bank-trust departments or national wirehouses, an independent RIA in a suburban Minneapolis market must build its client base through local relationships and word-of-mouth referrals, not through captive distribution. That positioning makes Longview representative of the fragmented, relationship-driven independent wealth management industry in the Upper Midwest.

## Sectors

- Wealth Management
- Financial Planning

## Questions

### Is Longview a fiduciary or a broker-dealer?

Longview Wealth Management is a registered investment advisor, which means it operates under a fiduciary standard. This legally obligates the firm to act in its clients' best interests, unlike broker-dealers who operate under the lower suitability standard. The RIA structure means Longview's revenue comes from advisory fees rather than commissions on product sales. This distinction is central to understanding the firm's incentives.

### What types of clients does Longview serve?

According to the firm's SEC registration records, Longview Wealth Management serves individuals, high-net-worth individuals, and institutional clients. Its institutional client base includes corporate pension plans and foundations. This client mix is typical of a Midwestern independent RIA serving both local families and the institutional needs of smaller- and mid-sized organizations.

### Is Longview affiliated with a bank or larger financial institution?

No. Longview Wealth Management is an independent registered investment advisor based solely in Excelsior, Minnesota. There is no public record of affiliation with a bank holding company, insurance carrier, or national wealth management platform. This independence means the firm's investment decisions are not influenced by corporate parent product requirements.

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Last updated: 2026-08-11T02:43:31.692Z

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