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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2025-12-05 |
Branch Locations
509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2013 | 12/2025 |
| Kingsview Partners, Llc | Grants Pass | OR | 12/2025 | Present |
| Kingsview Wealth Management, Llc | Bellefontaine | OH | 12/2025 | Present |
Board member - make sure the executive team executes the vision of the organization. Green Hills Community West Liberty, OH Start date: 3/1/2017 Board Member Hours per week: 0 Hours during trading: 0 Help make decisions for the board in order to grow in service for the residents and the community. CTL Properties of Bellefontaine LLC Type of business: Rental Property Bellefontaine, OH Start date: 5/23/2020 President Hours per week: 5 Hours during trading: 0 Maintain property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-04 |
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