Heather Diane Ponsano
Investment Adviser Representative at KINGSVIEW WEALTH MANAGEMENT, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Heather Diane Ponsano has worked in the securities industry since 2014. They have passed the Series 65, 63, and 6 examinations. They are registered to provide investment advisory services in California.
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| Wealth Management - First $250,000 | 1.50% |
| Wealth Management - Next $750,000 | 1.00% |
| Wealth Management - Over $1,000,000 | 0.75% |
| KIM CORE and Small Account - First $250,000 | 0.25% |
| KIM CORE and Small Account - Next $750,000 | 0.20% |
| KIM CORE and Small Account - Over $1,000,000 | 0.15% |
| KIM Select/Volume Factor/Tactical Core/Ambassador/Blue Chips/ProCap/Sector Alpha/Opportunity Income/Dividend Plus - First $250,000 | 0.60% |
| KIM Select/Volume Factor/Tactical Core/Ambassador/Blue Chips/ProCap/Sector Alpha/Opportunity Income/Dividend Plus - Next $750,000 | 0.50% |
| KIM Select/Volume Factor/Tactical Core/Ambassador/Blue Chips/ProCap/Sector Alpha/Opportunity Income/Dividend Plus - Over $1,000,000 | 0.40% |
Firm-stated minimum; may be waived at the firm's discretion.
Kingsview Wealth Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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