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$127.5M Total AUM
$120.0M Disc. AUM
3.9% 3Y CAGR
2 Employees
88 ADV. Clients
12 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-19-2014
- Office Locations
- 1
Office Locations
-- Orono MN
About Longview Wealth Management, LLC
Longview Wealth Management, LLC is an RIA led by Keith Tufte providing independent wealth management and planning for high-net-worth professionals, executives, business owners, charities/foundations, and retirees. The firm emphasizes retirement planning, portfolio strategy and risk/cost oversight, and support for business-owner 401(k) plans. Reported SMA assets are predominantly ETF-based. Tufte is also affiliated with Cherry Tree Wealth Management.
Team overview
63 AVG AGE
$127.5M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
12.4 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Eagle fusion Matrix Focus Optima pathway
Client Personas
Harbor quantum Radial radial
Custodian
Eagle
Investment Themes
Summit matrix Wave
Investment Vehicles
Beacon Vector eagle
Services
Bridge glacier Summit Prime legacy Vector Alpha optima Timber Delta Alpha
Owner & Executives
KEITH NORMAN TUFTE
INVESTMENT ADVISOR, President
- CRD
- #1170559
- Ownership
- 75% or more
(521) 279-7925
delta.oak@signalcapital.com
in linkedin.com/in/peak-eagle
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $120,047,000 | $2,858,262 |
| Non-Discretionary | $7,448,217 | $3,724,109 |
| Total | $127,495,217 | $2,897,619 |
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Separately Managed Accounts
Total SMA Asset: $127,495,217
Equity - Exchange:
56.7% Cash:
43.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,164,627,943 | 56.7% |
| Cash | $2,416,726,454 | 43.3% |
| Total | $5,581,354,397 | 100.0% |
13F Holdings | Q1 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FUSION BRIDGE | GLACIER HARBOR | IKE2MYPP1 | IRBO | 10.01% | $96,695,400 |
| UNISON HORIZON | OAK PEAK | 54RFQLF9S | JRMI | 3.91% | $29,882,085 |
| FRONTIER DELTA UNISON | SUMMIT ZENITH | LW2U1UAT2 | BTA | 7.72% | $73,384,168 |
| NORTH CREST FOUNDATION | INSIGHT RADIAL | D2WUHFV00 | UTG | 2.83% | $18,983,268 |
| RADIAL WAVE | ATLAS DELTA | LNL3VW4OQ | IIJ | 3.09% | $65,357,054 |
| ELEMENT PIONEER | ALPHA FRONTIER | 5D4FPX5LY | OWAHR | 2.81% | $101,041,982 |
| NORTH MATRIX VALUE | LEGACY PRIME | P9TI1K3Z3 | HSNFU | 6.47% | $22,118,533 |
| FOUNDATION VITAL | HARBOR FUSION | PAZRWPCVT | ZVN | 8.85% | $53,947,139 |