Amarillo, TX Office
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Kingsview Wealth Management, LLC
Multi-team
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About
Kingsview Wealth Management is an SEC‑registered, multi‑advisor wealth management firm that serves individuals (including high‑net‑worth clients), retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. It provides financial planning, ongoing wealth management through Investment Adviser Representatives, and asset management via an internal portfolio group (Kingsview Investment Management) delivered through models, separately managed accounts and registered investment products.
Advisory services are offered on both discretionary and non‑discretionary bases, blending in‑house KIM strategies with third‑party managers and access to alternative investments through platform partnerships. Portfolios may include equities, fixed income, ETFs, options and other instruments, and the firm also licenses model portfolios to other advisers and provides participant account and ERISA 3(21)/3(38) retirement plan advisory services.
Distinctive features noted in the firm’s brochure include its role as investment adviser and sponsor to affiliated exchange‑traded funds (the Monarch ETFs) and its management of investment‑company assets, as well as personnel who are registered representatives of broker‑dealers (Foreside and The Leaders) and who engage in wholesaling and servicing activities for those products — arrangements the firm discloses as potential conflicts of interest. The firm also highlights that it serves state and municipal clients and that its parent company underwent a change in control in 2026 with the Lewis Family Trust and FTV Capital affiliates acquiring a controlling interest.
Based on Kingsview Wealth Management, LLC
Expertise
Based on Kingsview Wealth Management, LLC
Location
6900 W. Interstate 40, Suite 150
Amarillo TX 79106
Advisors at this office
3
Advisors at this office
Kent B
CFP®, Series 63, Series 66
Amarillo, TX
Kingsview Wealth Management, LLC
Kent Bowen is a CFP® professional with 26 years of industry experience, currently with Kingsview Wealth Management, LLC. He previously spent 24 years at Edward Jones. Bowen also serves as an instructor at Amarillo College. Kingsview Wealth Management is a multi-advisor firm serving individual, retirement plan, endowment, trust, and municipal clients. The firm combines in-house strategies with third-party managers and alternative investments, offering discretionary and non-discretionary advisory services across a range of asset classes.
Trevin B
Series 66
Amarillo, TX
Kingsview Wealth Management, LLC
Trevin Bowen is a financial advisor at Kingsview Wealth Management, LLC in Amarillo, TX, holding a Series 66 designation with nine years of industry experience. His career includes six years at Edward Jones and roles at Kingsview Partners LLC and Kingsview Wealth Management LLC since 2023. Prior to his advisory career, he worked with N & B Homes for two years. Kingsview Wealth Management is a multi-advisor SEC-registered firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers comprehensive wealth management and financial planning services, combining in-house investment strategies with third-party managers and alternative investments.
Ashby D
CFP®, Series 66
Amarillo, TX
Kingsview Wealth Management, LLC
Ashby Dawson is a CFP® with 19 years of industry experience, currently serving at Kingsview Wealth Management, LLC since 2023. Prior to joining Kingsview, he worked at Edward Jones for 16 years. Outside of his advisory role, he is involved in a photography services business and manages a small real estate operation in Amarillo, Texas. Kingsview Wealth Management is a multi-advisor firm offering financial planning and wealth management services to individuals, retirement plans, endowments, trusts, and municipal clients. The firm combines in-house investment strategies with third-party managers and alternative investment access, serving a diverse client base including high-net-worth individuals.
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