John Belniak is a control person of Kingsview Wealth Management and directly owns under 5% of it.
Kingsview Wealth Management is an investment adviser based in Grants Pass, OR, registered with the SEC since 2014. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals and charitable organizations. Its regulatory assets under management total $8.96 billion, as filed on 29 July 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 4430660
- Firm
- Kingsview Wealth Management · CRD 148107
- Role
- President, Chief Financial Officer
- In role since
- January 2026 · under a year
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Grants Pass, OR
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does John Belniak work?
John Belniak has been President, Chief Financial Officer of Kingsview Wealth Management, LLC since January 2026, and is a control person of the firm.
How can I verify John Belniak’s record?
John Belniak’s role is listed on Kingsview Wealth Management, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 148107.
