Longview Wealth Management, Llc
- Regulatory AUM
- $127M
- Discretionary
- $120M
- Clients
- 44
- Avg AUM / client
- $2.9M
- Accounts
- 44
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jan 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 13 | $6.6M | 5.14% |
| High net worth individuals | 29 | $113M | 89.0% |
| Corporations and other businesses | 2 | $7.4M | 5.84% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Armand Hammer United World College Of The American West Retirement Plan Armand Hammer United World College Of The American West | 2024 | |
| Kemron Environmental Services, Inc. 401(k) Plan Kemron Environmental Services, Inc. | 2024 |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Keith Norman Tufte | President, Elected Manager | CFA | Jan 2006 (21y) | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Armand Hammer United World College Of The American West Retirement Plan | Armand Hammer United World College Of The American West | 174 | $10.2M | 01/01/2024 |
| Kemron Environmental Services, Inc. 401(k) Plan | Kemron Environmental Services, Inc. | 171 | $19.7M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/20/2026 | 923 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Educational seminars/workshops
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 20, 2026.
View current Form ADV (SEC/IAPD) ↗