KINGSVIEW WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$8,957,122,931
Discretionary
$8,942,046,511
Non-discretionary
$15,076,420
Firm details
- CRD number
- 148107
- SEC file number
- 801-79198
- Main office
- GRANTS PASS, OR, United States
- Employees
- 285
- SEC status
- Approved
- Website
- https://www.monarchfunds.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.