CRD: 148107
Kingsview Wealth Management, LLC
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- Custodian
- Charles Schwab & Company · Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
SEAN PATRICK MCGILLIVRAY
Advisor, Chief Executive Officer
- CRD
- #6135768
- Ownership
- 5% but less than 10%
MISTY DAWN HOUSE
Advisor, Chief Operations Officer
- 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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