{"url":"https://nivawealth.com/firms/longview-wealth-management-139489","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/139489","regulatoryAum":127495217,"crd":"139489","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"1170559","suffix":null,"lastName":"TUFTE","firstName":"KEITH","middleName":"NORMAN"}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-01-15","regulatoryAum":115770051,"clients":49,"employees":2,"offices":1},{"filedOn":"2022-01-18","regulatoryAum":128586330,"clients":52,"employees":2,"offices":1},{"filedOn":"2023-01-09","regulatoryAum":113785596,"clients":50,"employees":2,"offices":1},{"filedOn":"2024-01-16","regulatoryAum":122749180,"clients":52,"employees":2,"offices":1},{"filedOn":"2025-01-16","regulatoryAum":124475427,"clients":50,"employees":2,"offices":1},{"filedOn":"2026-01-20","regulatoryAum":127495217,"clients":44,"employees":2,"offices":1}],"secFileNumber":"801-117252","legalName":"Longview Wealth Management, LLC","displayName":"Longview Wealth Management","slug":"longview-wealth-management-139489","website":null,"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Minnesota limited liability company","fiscalYearEnd":"December","headquarters":{"street":"","city":"","state":"","stateName":"","country":"","postalCode":null},"tradeNames":[],"registration":{"secApproved":"29 August 2019","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":2858261.904761905,"staff":{"employees":2,"advisory":1,"brokerDealerReps":0,"insuranceAgents":1,"promoters":0},"aum":{"regulatory":127495217,"discretionary":120047000,"discretionaryAccounts":42,"nonDiscretionary":7448217,"nonDiscretionaryAccounts":2,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":44},"clientTypes":[{"label":"Individuals (other than HNW)","clients":13,"regulatoryAum":6555247},{"label":"High-net-worth individuals","clients":29,"regulatoryAum":113491753},{"label":"Corporations and other businesses","clients":2,"regulatoryAum":7448217}],"feePrograms":[{"role":"main","program":"Individual client fee schedule","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002816","versionId":1002816,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-01-20","documentName":"ADV PART II BROCHURE","fee_rate_low":0.5,"fee_rate_high":1,"fee_negotiable":true,"minimum_account":1000000,"feeMinimumPeriod":null,"fee_minimum_annual":null}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T13:24:34.422294+00:00","documents":[{"name":"ADV PART II BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002816","versionId":1002816,"submittedOn":"2026-01-20"}]},"custodians":[],"custodyNote":"Longview Wealth Management does not have custody of client assets.","leadership":[{"name":"Keith Tufte","title":"President, Elected Manager","crd":"1170559"},{"name":"Keith Tufte","title":"Chief Compliance Officer, Elected Manager","crd":"1170559"}],"ownership":[{"label":"Keith Tufte","detail":"President, elected manager in the 75% or more ownership band and a control person, since January 2006. Also chief compliance officer, elected manager in the 75% or more ownership band and a control person, since January 2007."}],"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"952-465-1785","stateRegisteredReps":1,"otherAdviserReps":1,"compensation":["A percentage of assets under management","Hourly charges"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services","Educational seminars/workshops"],"financialPlanningClients":"26-50","assetMix":[{"label":"Exchange-traded equity securities","percent":99},{"label":"Cash and cash equivalents","percent":1}],"privateFunds":0},"sources":{"adv1FilingDate":"20 January 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/139489/PDF/139489.pdf","brochureDate":"20 January 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1002816","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Longview Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Longview Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Longview Wealth Management charge?","answer":"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.","source":"ADV PART II BROCHURE, filed 20 January 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"How many financial advisors does Longview Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Longview Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Longview Wealth Management have a minimum investment?","answer":"Yes, Longview Wealth Management’s minimum account size for its Individual client fee schedule is $1M.","source":"ADV PART II BROCHURE, filed 20 January 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Longview Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Longview Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Longview Wealth Management registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Longview Wealth Management?","answer":"Its phone number is 952-465-1785.","source":"Form ADV Part 1A, Item 1.F, filed 20 January 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}