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Kingsview Wealth Management, LLC CRD 148107
$8.96B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-08-28 |
| TX | RA | APPROVED_RES | 2026-08-24 |
Branch Locations
1 Washington Blvd Suite 7, Robbinsville, NJ 08691 • United States
509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 09/2008 | 08/2026 |
| Kingsview Partners, Llc | Grants Pass | OR | 08/2026 | Present |
| Kingsview Wealth Management, Llc | Robbinsville | OR | 08/2026 | Present |
Robinson Quality Care Type of business: Health Services Provider Hamilton, NJ Start date: 9/7/2020 Owner Hours per week: 0 Hours during trading: 0 Owner attend board meetings when called. Robinson Global Group Type of business: Holding Company Hamilton, NJ Start date: 4/28/2020 Owner Hours per week: 0 Hours during trading: 0 Owner of holding company Attend board meeting when called.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 2008-04-26 |
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