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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-14 |
Branch Locations
1821 Westinghouse Rd Suite 1170, Georgetown, TX 78626 • United States
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 | 12/2013 | 04/2023 |
| Kingsview Wealth Management Llc | Georgetown | TX | 04/2023 | Present |
| Kingsview Partners Llc | Grants Pass | OR | 04/2023 | Present |
1. Rental Property Hutto, TX Start date: 2/21/2017 Owner Hours per week: 1 Hours during trading: 0 Maintain property 2. Rental Property Leander, TX Start date: 2/22/2018 Owner Hours per week: 1 Hours during trading: 0 Maintain property 3. OBA Name: SRK Industries Investment-related: Yes OBA Address: Georgetown, TX OBA Nature: S-Corp to receive Kingsview compensation OBA Position: Owner OBA Title or Relationship: Owner OBA Start Date: 04/15/2023 Approximate OBA hours/month: 160 Approximate: OBA hours/months during business hours: 160 OBA Duties: S-Corp to receive Kingsview compensation 1. Commissioner Cedar Park, Texas Start date: 07/06/2026 Owner Hours per week: 1 Hours during trading: 0 Maintain property 2. OBA Name: Texas Veterans Commission Investment-related: No OBA Address: Cedar Park, Texas OBA Nature: Meet quarterly to discuss veteran issues for the state of Texas OBA Position: Commissioner OBA Title or Relationship: Commissioner OBA Start Date: 07/06/2026 Approximate OBA hours/month: 2 Approximate: OBA hours/months during business hours: 0 OBA Duties: Meet quarterly to discuss veteran issues for the state of Texas
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-24 |
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