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Michael John Enriquez

Kingsview Wealth Management, LLC

Albuquerque, NM

Grants Pass, OR

CRD 5884355

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Employer firm

Kingsview Wealth Management, LLC CRD 148107

$8.96B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Kingsview Wealth Management, Llc

509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States

Current Registrations

AuthorityCategoryStatusDate
NM RA APPROVED 2020-08-21
  • NM RA
    APPROVED
    Since 2020-08-21

Branch Locations

10400 Academy Ne Suite 240, Albuquerque, NM 87111 • United States

509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 01/2012 08/2020
Kingsview Wealth Management Llc Albuquerque NM 08/2020 Present
Kingsview Partners Llc Grants Pass OR 08/2020 Present
Previous Registrations
  • 2012-01-05 → 2020-08-24
    Albuquerque, NM
    St Louis, MO
    Albuquerque, NM
  • 2011-04-11 → 2011-11-04
    Albuquerque, NM
Other Businesses

OBA Name: Striving For Alpha Wealth Management Investment-related: Yes OBA Address: Albuquerque, NM OBA Nature: LLC to receive Kingsview compensation OBA Position: President OBA Title or Relationship: President OBA Start Date: 07/01/2025 Approximate OBA hours/month: 200 Approximate: OBA hours/months during business hours: 110 OBA Duties: LLC to receive Kingsview compensation

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-04-08
  • S66 Uniform Combined State Law Examination
    2011-04-08

View on SEC IAPD

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