WEALTHVIEW CAPITAL, LLC is a Jackson, Mississippi based financial advisory firm with nearly $270,476,112 in assets under management and provides investment advisory services for 536 clients. There are currently 6 financial advisors at the firm.
General Information |
| Firm CRD#: | 149476 | |
| SEC#: | 801-79342 | |
| Assets under Management: | $270,476,112 | |
| No. of Clients: | 536 | |
| No. of Advisors: | 6 | |
| Advisory Services Provided: | Financial planning services, Portfolio management for individuals and/or small businesses, Pesnsion consulting services, Publication of periodicals and newsletters, Education seminars/workshops | |
| Fee Structure: | A percentage of AUM, Fixed fees |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| PHILLIPS WEALTH PLANNERS LLC | 319226 | 801-126127 | 1735 | 7 | $262,000,000 |
| SIMPLIFIED WEALTH MANAGEMENT | 297059 | 801-123772 | 1451 | 7 | $179,488,997 |
| LANGLEY WEALTH MANAGEMENT, LLC | 312823 | 801-120616 | 1441 | 7 | $255,790,637 |
| SOUND FINANCIAL STRATEGIES GROUP, LLC | 286261 | 801-108894 | 1284 | 8 | $184,491,963 |
| NEW PERSPECTIVES, INC. | 113925 | 801-112730 | 1021 | 5 | $239,761,389 |
| EASLEY INVESTMENT CONSULTANTS, INC. | 307258 | 801-118212 | 819 | 5 | $178,232,498 |
| BANKPLUS WEALTH ADVISORS | 152588 | 801-121567 | 698 | 19 | $186,099,182 |
| INMAN JAGER WEALTH MANAGEMENT, LLC | 329603 | 801-129713 | 667 | 2 | $189,251,761 |
| RESOLUTE WEALTH STRATEGIES, LLC | 318599 | 801-125835 | 584 | 5 | $259,163,720 |
| WEALTHVIEW CAPITAL, LLC | 149476 | 801-79342 | 536 | 6 | $270,476,112 |
| OPTIMUM FINANCIAL SERVICES, LLC | 105878 | 801-38310 | 469 | 4 | $269,319,188 |
| DAVENPORT WATTS & DRAKE INVESTMENT ADVISORS, LLC | 127506 | 801-123626 | 339 | 3 | $122,243,528 |
| ABRIDGE PARTNERS, LLC | 145247 | 801-68497 | 242 | 2 | $102,493,942 |
| MCALLISTER CAPITAL MANAGEMENT | 115613 | 801-114794 | 193 | 3 | $260,842,817 |