Longview Wealth Management

EST. AUM
$1,153,580,840

CONTACTS
3

CLIENT ACCOUNTS
3,002

Firm Details

Metro area Atlanta
CRD Number 136214
Website longviewwealthmanagement.com
Client types

Overview

Founded in 1981, LongView Wealth Management is a fee-based personal wealth management firm that brings over 35 years of extensive knowledge and experience to the practice of financial planning and wealth management. It operates as a registered investment advisory firm and, therefore, serves as a fiduciary acting in the best interest of its clients. The firm provides independent, objective, and unbiased financial advice to help its clients simplify their lives and accomplish their goals. LongView is based in Atlanta, Georgia, but maintains offices in a number of different locations across Georgia.

Platform Details

Investment Preferences

Alternative Activity