Longview Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$120,047,000
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
42
69% high-net worth
Advisors
1
of 2 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
42
HighAverage account size
$2,858,262
About
Longview Wealth Management serves individuals and families—with a majority of its clients described as high‑net‑worth—along with trusts and retirement plans for business owners, offering discretionary portfolio management, comprehensive financial planning, and retirement‑plan advisory services. The firm bills on a percentage‑of‑assets basis and incorporates tax considerations and financial‑planning work into its ongoing asset management engagement.
Its investment approach emphasizes global strategic asset allocation and diversified, long‑term portfolios constructed primarily with low‑cost exchange‑traded funds and mutual funds, implemented through customized investment policy statements. Accounts are managed on a discretionary basis with regular monitoring, at least quarterly review and rebalancing as needed to align with each client’s objectives, time horizon, and risk tolerance.
Distinctive features include an operational affiliation with Cherry Tree Wealth Management—an uncommon arrangement among peers—where the firm’s principal allocates significant time and the two firms report similar investment strategies; Longview discloses this dual role and related time allocation as a potential conflict. The firm also offers participant educational workshops for retirement plans and maintains insurance licensure to recommend life, long‑term care and fixed annuity products, though it reports limited insurance sales activity and describes disclosure and other policies to mitigate related conflicts.
Client services
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Expertise
General retirement planning
Income planning
Life insurance needs analysis
Tax-loss harvesting
Retirement plans for business owners (SEP, solo 401k)
Occupation focus
Founder/Business Owner
Retired
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 stated
Account minimum: $1,000,000 Fee-only: No commissions or sales revenues; fee-only advisory firm
Main office location
Longview Wealth Management, LLC
Orono MN, United States
Number of offices
1
Most active in
Longview Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Minnesota
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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