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Glenview Wealth LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
1
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
1
Very LowAverage account size
$0
About
Glenview Wealth LLC provides financial planning and investment consulting to individual clients, including high-net-worth individuals. The firm produces written financial plans and investment recommendations but does not manage client investment accounts or hold custody of client assets.
Its advisory work emphasizes asset-allocation guidance and recommending primarily passive investments concentrated in exchange-traded funds, while occasionally recommending individual stocks and bonds; the firm’s analysis incorporates both fundamental and technical methods. Clients are expected to implement accepted recommendations themselves, and the firm uses project-based and hourly planning engagements rather than percentage-of-assets-under-management billing.
Notably, Glenview does not provide portfolio management services for clients and does not charge AUM‑based fees, which is uncommon among independent advisers. The firm also discloses that its principal has an outside board role at a bank holding company, a limited-time commitment disclosed as an outside activity.
Client services
Financial planning
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Passive / index investing
Fee options
Typically a flat fee of $5,000 for Financial Planning Services, fee may vary based on complexity and is negotiable
$500.00 per hour billed in 10-minute increments
Fee-only: Flat fee of $5,000 for Financial Planning Services, hourly rate of $500.00 per hour for additional services or early termination billing
Main office location
Glenview Wealth LLC
27 W 60 Th Street, #20013
New York NY 10023, United States
Number of offices
1
Most active in
Glenview Wealth LLC has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Forms ADV
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