Longview Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$120,047,000
Clients
42
Advisors
1
of 2 employees
About
Longview Wealth Management is an independent advisory firm that serves high‑net‑worth individuals and families as well as retirement plans for business owners. The firm provides discretionary portfolio management, comprehensive financial planning, retirement plan (401(k)/pension) consulting, and access to insurance products through its insurance‑licensed representative.
The firm’s investment approach centers on global strategic asset allocation and Modern Portfolio Theory, emphasizing diversified, long‑term portfolios built mainly with low‑cost exchange‑traded funds and mutual funds. Accounts are managed on a discretionary basis with ongoing monitoring, quarterly reviews, and rebalancing guided by a written investment policy statement tailored to each client.
Distinctive elements include an affiliation with another registered investment adviser and the principal’s concurrent role at that affiliated firm, as well as an explicit practice serving corporate retirement plans — including IPS preparation, ongoing monitoring, and participant educational workshops. The firm manages roughly $127 million across a small number of client relationships, which supports a highly customized service model and selective client intake.
Client services
Expertise
Occupation focus
Fee options
Less than $1 million - $1 million: 1.0% $1 million - $3 million: 0.8% $3 million - $6 million: 0.7% $6 million - $10 million: 0.6% Above $10 million+: 0.5% or negotiated
Hourly fees used selectively for some individual clients; specific rates not disclosed.
Account minimum: $1,000,000 Fee-only: Fee-only investment advisory; no commissions received or charged.
Main office
Orono MN
Advisors at this office
1
Most active in
Minnesota
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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