CRD: 148107
Kingsview Wealth Management, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-20-2009
- Office Locations
- 72
Office Locations
About Kingsview Wealth Management, LLC
Kingsview Wealth Management provides holistic planning and portfolio management for individuals, retirees, and business owners. Services span financial, tax, estate, insurance, and business/retirement plan planning, alongside investment management across equities and fixed income using mutual funds, ETFs, managed accounts, and select alternatives. A differentiator is access to CFP® professionals plus professional trustee and trust administration support, delivered through a multi-office advisor network serving clients nationwide.
Reported data analysis
What the numbers show
Between February 28, 2025 and June 29, 2026, reported AUM increased 32.8%, from $6.7B to $9.0B.
Across 5 reported observations, AUM increased 157.4% between November 8, 2022 and June 29, 2026, from $3.5B to $9.0B.
Of the latest reported AUM, 99.8% is discretionary and 0.2% is non-discretionary.
The firm reports 95 advisory representatives and 12,309 clients, or 129.6 clients per representative. That equates to $727.7K in reported AUM per client.
The profile lists 72 reported office locations and 17 years in operation. The source data was last updated on July 29, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
SEAN PATRICK MCGILLIVRAY
Advisor, Chief Executive Officer
- CRD
- #6135768
- Ownership
- 5% but less than 10%
JOHN MARSHALL BELNIAK
Chief Financial Officer, President
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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SHANNON ELAINE AVERY
Advisor
- CRD
- #6689021
JEFFERY K BARNES
Advisor
- CRD
- #2069368
Showing 2 of 118 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,942,046,511 | $281,276 |
| Non-Discretionary | $15,076,420 | $106,925 |
| Total | $8,957,122,931 | $280,506 |
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Separately Managed Accounts
SMA allocation detail is available
Kingsview Wealth Management, LLC has reported separately managed account data across 12 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
Kingsview Wealth Management, LLC's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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