Longview Wealth Management, Inc.
- Regulatory AUM
- $1.2B
- Discretionary
- $1.2B
- Clients
- 1,185
- Avg AUM / client
- $973K
- Accounts
- 3,002
- Employees
- 24
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 878 | $348M | 30.2% |
| High net worth individuals | 295 | $800M | 69.4% |
| Pension and profit sharing plans | Fewer than 5 clients | $1.0M | 0.09% |
| Charitable organizations | 0 | $148K | 0.01% |
| Corporations and other businesses | 12 | $4.0M | 0.34% |
People (13)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Larry Quinton Fisher | Ceo | Jan 2000 (27y) | 75% or more | |
| Jennifer Hanes Stewart | President | CFP | May 2007 (19y) | 25% – 50% |
| John Henry Hayes | Chief Compliance Officer | Aug 2018 (8y) | Less than 5% | |
| Kris Calvert Dwyer | Registered representative | CFP | Oct 2005 (21y) | |
| Michael Britt Mckay | Registered representative | CFP | Oct 2005 (21y) | |
| Jessica H Engebretsen | Registered representative | CFP | Jul 2014 (12y) | |
| Ralph Joseph Lancaster | Registered representative | CFP | Feb 2015 (11y) | |
| Sara Ann Mcintosh | Registered representative | CFP | Sep 2017 (9y) | |
| Joel Daniel Greenway | Registered representative | Jan 2020 (7y) | ||
| Sarah Elizabeth Clayton | Registered representative | CFP | Feb 2022 (5y) | |
| Chad Alan Durden | Registered representative | Jan 2023 (4y) | ||
| Laurie W Fortson | Registered representative | Mar 2026 (0y) | ||
| Chason Lee Mc Kay | Registered representative | Jul 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/19/2026 | 981 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $945M (82% of AUM) May 2026
- Pershing $574M (58% of AUM) Mar 2022
- Fidelity Brokerage Services $202M (17% of AUM) May 2026
- National Financial Services (Fidelity) $161M (18% of AUM) Mar 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 19, 2026.
View current Form ADV (SEC/IAPD) ↗