KINGSVIEW WEALTH MANAGEMENT, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $8.96B |
| Discretionary | $8.94B100% of AUM |
| Non-Discretionary | $15.1M |
| Client Accounts | 31,932 |
| Avg Account Size | $281K |
| Employees | 285 |
| Peak AUM | $8.96BMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $9.0B | +32.8% | +32.6% | +31.2% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $8.96B |
| Discretionary | $8.94B |
| Employees | 285 |
| Client Accounts | 31932 |
| Client Range | 251-500 |
Contact & Location
Address
509 SE 7TH STREET
GRANTS PASS OR 97526
Phone
312-870-6701
Filing History
105 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Portfolio Mgmt (Pooled)Pension ConsultingPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$8.9B
99.8% of AUM
Non-Discretionary
$15M
0.2% of AUM
Disc. mix ▲ 1.7pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Non-US Client AUM
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Other Registrations
Registered Rep
Related Entities (Item 7)
Insurance CompanyPension Consultant