CRD: 136214
Longview Wealth Management
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- Prime vitalWave focus
- Established Date
- 09-19-2005
- Office Locations
- 4
Office Locations
About Longview Wealth Management
Longview Wealth Management is a fiduciary RIA providing personalized wealth management and collaborative, long-term financial planning for individuals and families. Plans integrate core needs like retirement, tax, and estate considerations, with portfolios built around asset allocation using ETFs, index funds, and mutual funds. The firm works on Envestnet and Orion and custodians Schwab and Fidelity, with offices in Atlanta, Madison, and Columbus, GA.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
LARRY QUINTON FISHER JR
Chief Executive Officer
- CRD
- #1211074
- Ownership
- 75% or more
JENNIFER HANES STEWART
President
- CRD
- #4671629
- Ownership
- 25% but less than 50%
Ridge focus
Element ember
- CRD
- #36193
- Ownership
- 3.0%
Showing 2 of 3 owners & executives
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Sarah Elizabeth Clayton
Associate Advisor
- CRD
- #7078554
Chad Alan Durden
Financial Advisor
- CRD
- #7631894
Foundation pioneer
Quantum momentum
- CRD
- #69496
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,153,392,350 | $384,592 |
| Non-Discretionary | $188,490 | $62,830 |
| Total | $1,153,580,840 | $384,271 |
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Separately Managed Accounts
Total SMA Asset: $1,153,580,840
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,477,736,751 | 21.5% |
| Equity - Exchange | $2,247,534,500 | 32.7% |
| Cash | $1,299,033,702 | 18.9% |
| Private Funds | $1,848,889,237 | 26.9% |
| Total | $6,873,194,190 | 100.0% |
13F Holdings | Q1 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| UNISON MOMENTUM MATRIX | PEAK RADIAL | STA97IQPG | USV | 6.98% | $33,525,144 |
| HARBOR RADIAL | MOMENTUM HORIZON | QBXFHY4PX | FMC | 5.32% | $96,320,629 |
| GLACIER PIONEER FUSION | RIDGE SIGNAL | ICHBAC1HI | GMKP | 10.62% | $17,589,328 |
| UNISON BEACON | ELEMENT ALPHA | HQOBIL18V | BPV | 3.21% | $98,930,729 |
| UNISON MOMENTUM | VERTEX GLACIER | 1RMWGDUR1 | TQVNI | 10.68% | $78,863,109 |
| EAGLE EAGLE | OPTIMA ELEMENT | QAQT4PKUG | PTT | 5.65% | $104,124,186 |
| INSIGHT CAPITAL OPTIMA | BEACON FRONTIER | 9DRBW39X5 | JJZA | 2.85% | $32,356,964 |
| PIONEER TIMBER | ATLAS FRONTIER | H1CUCJQW8 | JLTYK | 10.87% | $118,669,108 |