SourcingSourcing

LONGVIEW WEALTH MANAGEMENT, INC.

B53
CRD 136214·SEC 801-64708·ATLANTA, GA
AUM
$1.15B
$1B+
Est. Revenue
$11.5M
@ 1% on AUM
Est. EBITDA
$3.5M
@ 30% margin
Est. Deal Value
$27.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LONGVIEW WEALTH MANAGEMENT, INC.
CRD
136214
SEC file #
801-64708
EIN
—
DBA names
Longview Wealth Management

Economics

AUM
$1.15B
AUM band
$1B+
AUM trajectory
'20'26
$579.7M → $1.15B▲ +99%
Client mix
Individuals Other878
Individuals High Net Worth295
Corporations12

Operations

Employees (total)
24
Advisory staff (per ADV)
13
Advisory staff (5-yr trend)
'20'26
26 advisors → 13 advisors▼ -50%
Primary office
ATLANTA GA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FISHER, LARRY, QUINTON
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
FISHER, LARRY, QUINTON
STEWART, JENNIFER, HANES
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
2
Form 5500 Total Participants
26
Form 5500 Total Compensation
37,204
Form 5500 Compensation Trajectory 3y
202537,204
20240
Form 5500 Plan Count Trajectory 3y
20241
20251
Schedule C Total Compensation
37,204
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
7
Bc Firm Active IA Count
12
Bc Firm IAR Count
12
Custodian Candidates
Full
Charles Schwab6
Fidelity4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
1211074
Trust Company Affiliate
No

People (12)

12
FISHER, LARRY, QUINTON
IAR · Direct Owner · 87.5%
1211074
STEWART, JENNIFER, HANES
IAR · Direct Owner · 37.5%
4671629
HAYES, JOHN, HENRY
IAR · Executive Officer · 2.5%
5138331
JESSICA H ENGEBRETSEN
IAR
5900662
LAURIE W FORTSON
IAR
6875954
RALPH JOSEPH LANCASTER
IAR
4413240
KRIS CALVERT DWYER
IAR
1054719
Chad Alan Durden
IAR
7631894
SARA ANN MCINTOSH
IAR
5803325
MICHAEL BRITT MCKAY
IAR
4689273
Joel Daniel Greenway
IAR
7156822
Sarah Elizabeth Clayton
IAR
7078554