Kingsview Wealth Management, LLC
Kingsview Wealth Management, LLC (CRD# 148107) is a financial advisory firm headquartered in Grants Pass, OR. They manage $4,845,686,420 in 18,332 accounts and serve the financial needs of clients across 47 states (or territories).
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Total Assets Under Management4,846MILLION
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Total Number of Accounts18,332ACCOUNTS
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Average Account Value$264,329
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Brett Sposa (CRD# 6602783) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Falls Church, VA and has over 8 years of experience in the finance industry.
Nicholas Sposa (CRD# 6133802) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Falls Church, VA and has over 11 years of experience in the finance industry.
Matthew Stolen (CRD# 4953375) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Grants Pass, OR and has over 18 years of experience in the finance industry.
Andrew Taylor (CRD# 4272017) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Greensboro, NC and has over 23 years of experience in the finance industry.
Jon Vanslooten (CRD# 2011865) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Toledo, OH and has over 15 years of experience in the finance industry.
Mario Veneroso (CRD# 5829718) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Woodbury, NY and has over 13 years of experience in the finance industry.
Mark Weatherly (CRD# 6484237) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Mountlake Terrace, WA and has over 8 years of experience in the finance industry.
Harold Wenger (CRD# 1048191) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Lancaster, PA and has over 41 years of experience in the finance industry.
Phillip Williams (CRD# 5513728) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Grants Pass, OR and has over 15 years of experience in the finance industry.
Christopher Wright (CRD# 2256692) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Milford, CT and has over 28 years of experience in the finance industry.