Longview Wealth Management

Longview Wealth Management (CRD# 136214) is a financial advisory firm headquartered in Atlanta, GA. They manage $986,754,089 in 3,074 accounts and serve the financial needs of clients across 21 states (or territories).

Current Firm Details
5605 Glenridge Drive, Suite 300, Atlanta, GA 30342
http://www.longviewwealthmanagement.com
By the Numbers
  • Total Assets Under Management
    987
    MILLION
  • Total Number of Accounts
    3,074
    ACCOUNTS
  • Average Account Value
    $321,000
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, DE, FL, GA, IL, KS, LA, MD, MI, MO, NC, NJ, NY, SC, TN, TX, VA, WA

Financial Advisors at Longview Wealth Management
Showing 11 - 15 of 15 top financial advisors.
11
Nathan Wilinski, financial advisor Atlanta GA
Nathan K. Wilinski
CRD#: 6922183
5605 Glenridge Drive Suite 300, Atlanta, GA 30342

Nathan Wilinski (CRD# 6922183) is an Investment Advisor Representative working at Longview Wealth Management in Atlanta, GA and has over 5 years of experience in the finance industry.

12
Samuel Wishneff, financial advisor Atlanta GA
Samuel D. Wishneff
CRD#: 6266845
5605 Glenridge Drive, Suite 300, Atlanta, GA 30342

Samuel Wishneff (CRD# 6266845) is an Investment Advisor Representative working at Longview Wealth Management in Atlanta, GA and has over 10 years of experience in the finance industry.

13
Sarah Clayton, financial advisor Columbus GA
Sarah E. Clayton
CRD#: 7078554
3901 Glenn Road Suite A, Columbus, GA 31909

Sarah Clayton (CRD# 7078554) is an Investment Advisor Representative working at Longview Wealth Management in Columbus, GA and has over 4 years of experience in the finance industry.

14
Chad Durden, financial advisor Atlanta GA
Chad A. Durden
CRD#: 7631894
5605 Glenridge Drive, Suite 300, Atlanta, GA 30342

Chad Durden (CRD# 7631894) is an Investment Advisor Representative working at Longview Wealth Management in Atlanta, GA and has 1 year of experience in the finance industry.

15
Joel Greenway, financial advisor Madison GA
Joel D. Greenway
CRD#: 7156822
153 West Washington Street, Madison, GA 30650

Joel Greenway (CRD# 7156822) is an Investment Advisor Representative working at Longview Wealth Management in Madison, GA and has over 4 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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