Wealthview Capital, Llc
- Regulatory AUM
- $319M
- Discretionary
- $317M
- Clients
- 193
- Avg AUM / client
- $1.7M
- Accounts
- 545
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 113 | $38.0M | 11.9% |
| High net worth individuals | 78 | $281M | 88.0% |
| Pension and profit sharing plans | 2 | $506K | 0.16% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Samuel James Taylor | Managing Member/Chief Compliance Officer | Jan 2005 (22y) | 75% or more | |
| Taylor, Laura, Melanie | Member/Treasurer | Jul 2007 (19y) | 10% – 25% | |
| Lawrence Michael Tuskey | Registered representative | May 2025 (1y) | ||
| Tyson Grant Rutland | Registered representative | Feb 2026 (1y) | ||
| Steven Calvin Randolph | Registered representative | Apr 2026 (0y) |
Undisclosed: 0% – 15% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/09/2026 | 899 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Pershing $291M (91% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 09, 2026.
View current Form ADV (SEC/IAPD) ↗