KW
KINGSVIEW WEALTH MANAGEMENT, LLC
SEC RegisteredGRANTS PASS, ORhttps://kingsview.com312-870-6701
Assets Under Management
$5B–$25B
Employees
285
Office Locations
26 offices
Total Accounts
31932
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthInvestment CompaniesPension/Profit SharingState/Municipal
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 9,934 | $5.5B |
| High Net Worth Individuals | 2,209 | $3.0B |
| Charitable Organizations | 14 | $9.0M |
| State/Municipal Entities | 18 | — |
0 total clients reported on Form ADV.
Leadership
Sean Patrick Mcgillivray
CHIEF COMPLIANCE OFFICER
Kingsview Group Llc
OWNER
Joshua Lewis
MANAGING MEMBER
Joshua Lewis
MANAGING MEMBER
Office locations
26 offices in 16 states
OR
GRANTS PASSHQ
OH
CINCINNATI
GA
SUWANEE
NY
LINDENHURST
NY
NEW YORK
CA
PASADENA
IN
NOBLESVILLE
SC
MYRTLE BEACH
IL
CHICAGO
CA
SOQUEL
OH
TOLEDO
NJ
HAMMONTON
CA
SAN MARCOS
NC
GREENSBORO
PA
CHADDS FORD
SC
CHARLESTON
TN
PARIS
TX
AMARILLO
FL
PLANTATION
GA
ALPHARETTA
CA
MOUNTAIN VIEW
WY
CASPER
NY
WOODBURY
DE
WILMINGTON
TX
WACO
IN
FORT WAYNE
Advisors at this firm
57 advisors in the directory
Shannon Elaine Avery
Investment Adviser Representative
Jeffery K Barnes
Investment Adviser Representative
Jacob Matthew Bauer
Investment Adviser Representative
Jeffrey Finan Birch
Investment Adviser Representative
Ryan Shaw Birch
Investment Adviser Representative
Brent Thomas Bordenkircher
Investment Adviser Representative
Kent Douglas Bowen
Investment Adviser Representative
Trevin Dane Bowen
Investment Adviser Representative
Andrew James Butler
Investment Adviser Representative
Christopher Gavin Cantu
Investment Adviser Representative
Eric Gerald Caswell
Investment Adviser Representative
Douglas Cellini
Investment Adviser Representative
Zane Calaway Christian
Investment Adviser Representative
Justin Alan Cole
Investment Adviser Representative
Todd Aaron Confarotta
Investment Adviser Representative
Aaron Das
Investment Adviser Representative
Ashby D Dawson
Investment Adviser Representative
George Keith Demetriades
Investment Adviser Representative
Daniel Jacob Dixon
Investment Adviser Representative
Greer Allen Ducker
Investment Adviser Representative
Mitchell Gary Ehmka
Investment Adviser Representative
Joshua David Farley
Investment Adviser Representative
Andrew C Farmer
Investment Adviser Representative
Joe William Faulk
Investment Adviser Representative
Joel Wayne Foster
Investment Adviser Representative
Alan Gieleghem
Investment Adviser Representative
Alisha Lawren Goebel Warren
Investment Adviser Representative
Amy Lyn Greiner
Investment Adviser Representative
Brian Lee Gremminger
Investment Adviser Representative
Martin W Harper
Investment Adviser Representative
Khoa Dang Hoang
Investment Adviser Representative
Joshua Adam Kammerer
Investment Adviser Representative
Garrett Kennedy
Investment Adviser Representative
Michael Gene Kissinger
Investment Adviser Representative
Zachary Alan Knable
Investment Adviser Representative
Benton Curtis Lacy
Investment Adviser Representative
Jonathan Seth Lubell
Investment Adviser Representative
Timothy Joseph Lux
Investment Adviser Representative
Scott David Martin
Investment Adviser Representative
Ian Andrew Millman
Investment Adviser Representative
Jonathan Ian Millman
Investment Adviser Representative
Terry Lee Morris
Investment Adviser Representative
Michael Scott Munson
Investment Adviser Representative
Ashli Brooke Newcomb
Investment Adviser Representative
Kristen Elisabeth Nordeen
Investment Adviser Representative
Neil Ray Peplinski
Investment Adviser Representative
Ricky Aaron Perlman
Investment Adviser Representative
Heather Diane Ponsano
Investment Adviser Representative
Sara Ann Provines
Investment Adviser Representative
Jody Robinson
Investment Adviser Representative
Laura Anne Rowe
Investment Adviser Representative
Logan Michael Simoni
Investment Adviser Representative
Brett Anthony Sposa
Investment Adviser Representative
Scott Lee Stephens
Investment Adviser Representative
Andrew Herbert Taylor
Investment Adviser Representative
Grace Anne Timmers
Investment Adviser Representative
Arthur Christopher Walsh
Investment Adviser Representative
Regulatory & compliance
CRD number
#148107
SEC Number
801-79198
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
kingsview.comPhone
312-870-6701Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. KINGSVIEW WEALTH MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.