Longview Wealth Management

Longview Wealth Management (CRD# 136214) is a financial advisory firm headquartered in Atlanta, GA. They manage $451,246,000 in 1,613 accounts and serve the financial needs of clients across 21 states (or territories).

By the Numbers
  • Total Assets Under Management
    451
    MILLION
  • Total Number of Accounts
    1,613
    ACCOUNTS
  • Average Account Value
    $279,756
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, FL, GA, IN, KS, LA, MI, MO, NC, NE, NY, OH, PA, SC, TN, TX, VA

Financial Advisors at Longview Wealth Management
Showing 1 - 10 of 22 top financial advisors.
1
Kirk Licata
CRD#: 5790984
1100 Johnson Ferry Rd Ne, Ste 320, Atlanta, GA 30342
98
Wealthminder
score

Kirk Licata (CRD# 5790984) is an Investment Advisor Representative working at Longview Wealth Management in Atlanta, GA and has over 5 years of experience in the finance industry.

2
Wesley D. Bigler
CRD#: 1081979
1100 Johnson Ferry Rd Ne, Ste 320, Atlanta, GA 30342
96
Wealthminder
score

Wesley Bigler (CRD# 1081979) is an Investment Advisor Representative working at Longview Wealth Management in Atlanta, GA and has over 35 years of experience in the finance industry. Wesley Bigler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
James R. Bolton
CRD#: 1423412
1100 Johnson Ferry Rd Ne, Ste 320, Atlanta, GA 30342
96
Wealthminder
score

James Bolton (CRD# 1423412) is an Investment Advisor Representative working at Longview Wealth Management in Atlanta, GA and has over 30 years of experience in the finance industry. James Bolton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Thomas C. Bosley
CRD#: 26498
1100 Johnson Ferry Rd Ne, Ste 320, Atlanta, GA 30342
96
Wealthminder
score

Thomas Bosley (CRD# 26498) is an Investment Advisor Representative working at Longview Wealth Management in Atlanta, GA and has over 33 years of experience in the finance industry. Thomas Bosley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Hector Diaz
CRD#: 811311
1100 Johnson Ferry Rd Ne Ste 320, Atlanta, GA 30342
96
Wealthminder
score

Hector Diaz (CRD# 811311) is an Investment Advisor Representative working at Longview Wealth Management in Atlanta, GA and has over 35 years of experience in the finance industry.

6
Kris C. Dwyer
CRD#: 1054719
1100 Johnson Ferry Rd Ne, Ste 320, Atlanta, GA 30342
96
Wealthminder
score

Kris Dwyer (CRD# 1054719) is an Investment Advisor Representative working at Longview Wealth Management in Atlanta, GA and has over 35 years of experience in the finance industry. Kris Dwyer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Bruce E. Ellis
CRD#: 1743290
1100 Johnson Ferry Rd Ne, Ste 320, Atlanta, GA 30342
96
Wealthminder
score

Bruce Ellis (CRD# 1743290) is an Investment Advisor Representative working at Longview Wealth Management in Atlanta, GA and has over 30 years of experience in the finance industry. Bruce Ellis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Jessica H. Engebretsen
CRD#: 5900662
1100 Johnson Ferry Rd Ne Ste 320, Atlanta, GA 30342
96
Wealthminder
score

Jessica Engebretsen (CRD# 5900662) is an Investment Advisor Representative working at Longview Wealth Management in Atlanta, GA and has over 6 years of experience in the finance industry. Jessica Engebretsen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Susan B. Ganser
CRD#: 4358713
1100 Johnson Ferry Rd Ne, Ste 320, Atlanta, GA 30342
96
Wealthminder
score

Susan Ganser (CRD# 4358713) is an Investment Advisor Representative working at Longview Wealth Management in Atlanta, GA and has over 17 years of experience in the finance industry. Susan Ganser has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Amy B. Greenway
CRD#: 3243112
1100 Johnson Ferry Rd Ne, Ste 320, Atlanta, GA 30342
96
Wealthminder
score

Amy Greenway (CRD# 3243112) is an Investment Advisor Representative working at Longview Wealth Management in Atlanta, GA and has over 18 years of experience in the finance industry. Amy Greenway has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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