Longview Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars. Financial planning was provided to 26–50 clients last fiscal year.
Longview Wealth Management reports 44 clients. They include 29 high-net-worth individuals, 13 individual clients, and 2 corporations and other businesses. Of its assets, 94.2% ($120M across 42 accounts) are managed with discretion; $7.45M across 2 accounts are not. It advised 44 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 30% | 5% |
| High-net-worth individuals | 66% | 89% |
| Corporations and other businesses | 5% | 6% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 13 | $6.56M | 5.1% | $504K |
| High-net-worth individuals | 29 | $113M | 89.0% | $3.91M |
| Corporations and other businesses | 2 | $7.45M | 5.8% | $3.72M |
| Total | 44 | $127M | 100% | $2.9M |
- Clients
- 13
- Regulatory AUM
- $6.56M
- AUM share
- 5.1%
- Avg. per client
- $504K
- Clients
- 29
- Regulatory AUM
- $113M
- AUM share
- 89.0%
- Avg. per client
- $3.91M
- Clients
- 2
- Regulatory AUM
- $7.45M
- AUM share
- 5.8%
- Avg. per client
- $3.72M
Total
- Clients
- 44
- Regulatory AUM
- $127M
- AUM share
- 100%
- Avg. per client
- $2.9M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 44
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Longview Wealth Management charges 0.50%–1.00% a year for its Individual client fee schedule. The fee is billed in arrears, is negotiable and requires an account of at least $1,000,000.
Fee details and sources
Keith Tufte owns 75% or more of Longview Wealth Management. The leadership team of Longview Wealth Management includes President Keith Tufte. It has 2 employees, 1 of them in advisory roles.
Leadership
- Keith TuftePresident, Elected Manager
- Keith TufteChief Compliance Officer, Elected Manager
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 1 in advisory functions
- 1 state-registered rep
- 1 insurance agent
- Owns 75% or more of Longview Wealth Management, LLC
Keith Tufte
Control person · since January 2006
Longview Wealth Management’s regulatory assets grew from $116M (January 2021) to $127M (January 2026); clients fell from 49 to 44 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| January 2026 | $127M | 44 | 2 | 1 |
| January 2025 | $124M | 50 | 2 | 1 |
| January 2024 | $123M | 52 | 2 | 1 |
| January 2023 | $114M | 50 | 2 | 1 |
| January 2022 | $129M | 52 | 2 | 1 |
| January 2021 | $116M | 49 | 2 | 1 |
Besides its headquarters, Longview Wealth Management has 0 offices, with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Longview Wealth Management, LLC
- Headquarters
- Not reported
- Website
- Not reported
- Phone
- 952-465-1785
- SEC file
- 801-117252
- Structure
- Minnesota LLC
- Fiscal year end
- December
Longview Wealth Management does not have custody of client assets.
At year end, Longview Wealth Management’s separately managed accounts were mostly in stocks (99%).
What the accounts hold
- Stocks99%
- Cash1%
How many clients does Longview Wealth Management have?
Longview Wealth Management has 44 clients and manages $127 million for them, as of January 2026. They include 29 high-net-worth individuals, 13 individual clients, and 2 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 20 January 2026
What services does Longview Wealth Management offer?
Longview Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Longview Wealth Management charge?
Longview Wealth Management charges 0.50%–1.00% a year for its Individual client fee schedule. The fee is billed in arrears, is negotiable and requires an account of at least $1,000,000.
How many financial advisors does Longview Wealth Management have?
Longview Wealth Management has 1 investment adviser representative registered with state securities authorities, out of 2 employees, and 1 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Longview Wealth Management invest in?
At the end of its last fiscal year, Longview Wealth Management’s separately managed accounts held 99% exchange-traded equities and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Longview Wealth Management have a minimum investment?
Yes, Longview Wealth Management’s minimum account size for its Individual client fee schedule is $1M.
Who owns Longview Wealth Management?
Longview Wealth Management’s direct owner is Keith Tufte (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 20 January 2026
How does Longview Wealth Management get paid?
Longview Wealth Management is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Longview Wealth Management registered with the SEC?
Yes, Longview Wealth Management has been registered with the SEC as an investment adviser since 29 August 2019. Its CRD number is 139489 and its SEC file number is 801-117252.
Source: Form ADV Part 1A, Item 1, filed 20 January 2026; IAPD firm record
How do I contact Longview Wealth Management?
Its phone number is 952-465-1785.