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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

KINGSVIEW WEALTH MANAGEMENT, LLC

CRD 148107

GRANTS PASS, OR

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Search this name across graphsid dfx:ria:36599ea3-9d0c-ec6c-5926-a02c5424f09b

Data as of Jul 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 187
Dated events: 40
On other graphs: 0
Observed: Feb 6, 2014 to Jul 29, 2026
105 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.95 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=5.0
Regulatory AUM: $9.0BItem 5.F on the latest filing (2026-07-29); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $8.9B
Private client RAUM: $8.5BderivedItem 5.D individuals plus high net worth individuals
Private client share: 95%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 116
RAUM per advisor: $77.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 285
Advisory employees: 95
Offices: 46Schedule D 1.F, beyond the principal office
Accounts: 31,932
Individual clients: 9,934
High net worth clients: 2,209
SEC number: 801-79198
CIK: 1791965
CRD: 148107
Filings on the tape: 105
First filed: Feb 6, 2014
Latest filed: Jul 29, 2026
Organised: Limited Liability Company, DE
Website: monarchfunds.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first; showing 25 of 116

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MITCHELL GARY EHMKA	n/a	Chicago, IL	14	15	n/a	no
JOSHUA E SAUNDERS	n/a	Maryville, TN \| GRANTS PASS, OR	12	26	2	no
TERRY LEE MORRIS	n/a	PLANTATION, FL	11	32	n/a	no
JODY ROBINSON	n/a	Burr Ridge, IL \| GRANTS PASS, OR	10	18	3	no
JON TIMOTHY VANSLOOTEN	n/a	Toledo, OH	10	17	1	no
SCOTT DAVID MARTIN	n/a	Chicago, IL \| GRANTS PASS, OR	10	25	6	no
Benjamin John Ott	n/a	GRANTS PASS, OR \| Hammonton, NJ	9	16	1	no
JOEL WAYNE FOSTER	n/a	GRANTS PASS, OR \| Chicago, IL	9	15	1	no
TODD AARON CONFAROTTA	n/a	GRANTS PASS, OR \| Charleston, SC	9	26	1	no
PETER SCHOTT HILTZ	n/a	GRANTS PASS, OR \| Cincinnati, OH	8	16	1	no
ZANE CALAWAY CHRISTIAN	n/a	Waco, TX	8	16	2	no
Joshua Hunter Coupe	n/a	Wilmington, DE \| GRANTS PASS, OR	8	18	1	no
ERIC SHAWN SMITH	Certified Financial Planner	GRANTS PASS, OR \| Chadds Ford, PA	8	18	1	no
JOSEPH VALENTINO SOTO	n/a	GRANTS PASS, OR \| Alpharetta, GA	8	19	3	no
Amy Lyn Greiner	Certified Financial Planner	GRANTS PASS, OR \| MONTROSE, CO	8	16	1	no
MICHAEL GENE KISSINGER	n/a	GRANTS PASS, OR \| Mountain View, CA	7	30	6	no
TRENTON PORTER LAY	n/a	Grand Junction, CO \| GRANTS PASS, OR	7	22	2	no
Matthew John Stolen	n/a	GRANTS PASS, OR	7	20	3	yes
JONATHAN IAN MILLMAN	n/a	GRANTS PASS, OR \| Melville, NY	7	29	3	no
Ian Andrew Millman	n/a	Melville, NY \| GRANTS PASS, OR	7	28	3	no
ROBERT ROY ROBINSON	n/a	GRANTS PASS, OR \| CASPER, WY	7	21	3	no
JONATHAN SETH LUBELL	n/a	Soquel, CA	7	27	4	no
JOE WILLIAM FAULK	n/a	Crestview, FL \| GRANTS PASS, OR	7	18	4	no
TONY JEROME LANTIS	n/a	GRANTS PASS, OR \| Casper, WY	7	32	1	no
RICHARD KARL POLSON	n/a	GREENSBORO, NC \| GRANTS PASS, OR	6	24	3	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BELNIAK, JOHN, MARSHALL	PRESIDENT, CHIEF FINANCIAL OFFICER	Na	yes	01/2026	Jul 29, 2026	Jul 29, 2026
KINGSVIEW PARTNERS	Owner	E	yes	07/2016	Jul 29, 2026	Jul 29, 2026
MCGILLIVRAY, SEAN, PATRICK	CHIEF EXECUTIVE OFFICER	A	yes	08/2016	Jul 29, 2026	Jul 29, 2026
PEPLINSKI, NEIL, RAY	CHIEF INVESTMENT OFFICER	Na	yes	06/2026	Jul 29, 2026	Jul 29, 2026
Stolen, Matthew, John	CHIEF COMPLIANCE OFFICER, KWM	Na	yes	01/2021	Jul 29, 2026	Jul 29, 2026
SWANSON, KEVIN, W	KINGSVIEW INVESTMENT MANAGEMENT - COMPLIANCE DIRECTOR	Na	yes	01/2021	Jul 29, 2026	Jul 29, 2026
2017 LEWIS FAMILY TRUST	Owner	E	yes	11/2020	Feb 18, 2021	Aug 15, 2024
HOUSE, MISTY, DAWN	CHIEF OPERATIONS OFFICER	Na	yes	07/2021	Mar 30, 2023	Aug 15, 2024
MARTIN, SCOTT, DAVID	CHIEF INVESTMENT OFFICER	Na	yes	03/2018	Mar 28, 2018	Aug 15, 2024
MCGILLIVRAY, SEAN, PATRICK	Trustee	F	yes	12/2017	Feb 6, 2014	Aug 15, 2024
PRIMACY INVESTMENTS, LLC	Owner	C	yes	11/2020	Feb 18, 2021	Aug 15, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
KINGSVIEW STRATEGIC TAX CONSULTING	n/a	n/a	n/a	Y	yes	n/a
KINGSVIEW TRUST AND INSURANCE SERVICES	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Chicago	IL	United States	5	no
MYRTLE BEACH	Sc	United States	4	no
FORT WAYNE	In	United States	3	no
Amarillo	TX	United States	3	no
Pasadena	CA	United States	2	no
Alpharetta	Ga	United States	2	no
Noblesville	In	United States	2	no
Greensboro	Nc	United States	2	no
Woodbury	NY	United States	2	no
CHADDS FORD	Pa	United States	2	no
Casper	Wy	United States	2	no
MOUNTAIN VIEW	CA	United States	1	no
SAN MARCOS	CA	United States	1	no
Soquel	CA	United States	1	no
Wilmington	De	United States	1	no
Plantation	FL	United States	1	no
Suwanee	Ga	United States	1	no
Hammonton	Nj	United States	1	no
Lindenhurst	NY	United States	1	no
NEW YORK	NY	United States	1	no
Cincinnati	Oh	United States	1	no
Toledo	Oh	United States	1	no
Charleston	Sc	United States	1	no
Paris	Tn	United States	1	no
Waco	TX	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$9.0B	$8.9B	285	95	46	n/a	n/a
2024	Feb 28, 2025	$6.7B	$6.6B	225	95	46	n/a	n/a
2023	Mar 28, 2024	$4.8B	$4.8B	190	85	46	n/a	n/a
2022	Mar 30, 2023	$3.6B	$3.6B	150	70	27	n/a	n/a
2021	Mar 30, 2022	$3.5B	$3.5B	100	60	27	n/a	n/a
2020	Feb 18, 2021	$2.3B	$2.3B	90	55	27	n/a	n/a
2019	Mar 24, 2020	$1.5B	$1.5B	76	45	27	n/a	n/a
2018	Mar 22, 2019	$937M	$937M	34	34	23	n/a	n/a
2017	Mar 28, 2018	$801M	$753M	35	35	20	n/a	n/a
2016	Mar 21, 2017	$376M	$346M	35	35	n/a	n/a	n/a
2015	Mar 31, 2016	$187M	$175M	36	36	n/a	n/a	n/a
2014	Mar 31, 2015	$78.8M	$78.8M	25	25	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
19	6	13	5.2%	3	0	0	46	9

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$9.0B	$6.7B	32.8%	$3.6B	35.7%	285	225	46	46

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
TRITON WEALTH MANAGEMENT, PLLC	5	Jan 31, 2019	Jan 17, 2019	SUN CITY, AZ	Team lift out	Other	14.3%
SIGNIFICANT WEALTH PARTNERS LLC	2	Dec 4, 2017	Jul 10, 2018	CARY, IL	Team lift out	Other	7.1%
T&T CAPITAL MANAGEMENT	2	Mar 15, 2017	Mar 24, 2017	LAGUNA BEACH, CA	Team lift out	Other	8.3%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
EDWARD JONES	2	Apr 27, 2026	Apr 27, 2026	NASHVILLE, TN	Team lift out	Ibd to RIA	0.0%
EDWARD JONES	4	Apr 13, 2026	Jul 6, 2026	ALMA, MI	Team lift out	Ibd to RIA	0.0%
EDWARD JONES	2	Sep 29, 2025	Sep 30, 2025	MIDLAND, MI	Team lift out	Ibd to RIA	0.0%
EDWARD JONES	2	Aug 11, 2025	Aug 8, 2025	POWELL, OH	Team lift out	Ibd to RIA	0.0%
EDWARD JONES	2	Mar 3, 2025	Feb 28, 2025	MARYSVILLE, OH	Team lift out	Ibd to RIA	0.0%
EDWARD JONES	2	Aug 26, 2024	Aug 23, 2024	ALTON, IL	Team lift out	Ibd to RIA	0.0%
EDWARD JONES	2	Jul 5, 2024	Jun 28, 2024	UTICA, MI	Team lift out	Ibd to RIA	0.0%
EDWARD JONES	3	Apr 8, 2024	Apr 29, 2024	GREENSBORO, NC	Team lift out	Ibd to RIA	0.0%
EDWARD JONES	2	Feb 21, 2024	Feb 20, 2024	GREENSBORO, NC	Team lift out	Ibd to RIA	0.0%
WELLS FARGO ADVISORS	3	Sep 15, 2023	Oct 3, 2023	MINNEAPOLIS, MN	Team lift out	Wirehouse to RIA	0.0%
EDWARD JONES	2	Jul 21, 2023	Jul 20, 2023	AMARILLO, TX	Team lift out	Ibd to RIA	0.0%
EDWARD JONES	2	Nov 7, 2022	Nov 4, 2022	RESTON, VA	Team lift out	Ibd to RIA	0.0%
WELLS FARGO ADVISORS	2	Jun 13, 2022	Jun 10, 2022	FERNDALE, CA	Team lift out	Wirehouse to RIA	0.0%
WELLS FARGO ADVISORS	3	Mar 15, 2021	Mar 4, 2021	LANCASTER, PA	Team lift out	Wirehouse to RIA	0.0%
WELLS FARGO ADVISORS	3	Dec 18, 2019	Dec 13, 2019	FORT WAYNE, IN	Team lift out	Wirehouse to RIA	0.0%
WELLS FARGO ADVISORS	2	Dec 5, 2019	Mar 24, 2020	MYRTLE BEACH, SC	Team lift out	Wirehouse to RIA	0.0%
WELLS FARGO ADVISORS	2	Nov 4, 2019	Nov 6, 2019	GREENSBORO, NC	Team lift out	Wirehouse to RIA	0.0%
WELLS FARGO ADVISORS	3	Jan 22, 2019	Jan 17, 2019	GARDEN CITY, NY	Team lift out	Wirehouse to RIA	0.0%
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	6	Oct 10, 2016	Feb 2, 2018	SUN CITY, AZ	Team lift out	Other	0.2%

Relationships

showing 80 of 187

Registered with (80)

← Tyrone David RobinsonAdvisorregistration: current employment
Aug 24, 2026 to presentfactForm ADV
← Elizabeth Ann GillAdvisorregistration: current employment
Jul 6, 2026 to presentfactForm ADV
← BRANDT Hugh BECKAdvisorregistration: current employment
Jun 30, 2026 to presentfactForm ADV
← Kristopher David KumlienAdvisorregistration: current employment
Jun 26, 2026 to presentfactForm ADV
← Thomas Thaxton Bryant JrAdvisorregistration: current employment
Jun 2, 2026 to presentfactForm ADV
← Shawn M. JohnsonAdvisorregistration: current employment
Apr 27, 2026 to presentfactForm ADV
← Nevile MakauAdvisorregistration: current employment
Apr 24, 2026 to presentfactForm ADV
← Grace Anne TimmersAdvisorregistration: current employment
Apr 21, 2026 to presentfactForm ADV
← Andrew James ButlerAdvisorregistration: current employment
Apr 14, 2026 to presentfactForm ADV
← Justin Alan ColeAdvisorregistration: current employment
Apr 10, 2026 to presentfactForm ADV
← Brent Thomas BordenkircherAdvisorregistration: current employment
Mar 20, 2026 to presentfactForm ADV
← Conan Francis WardAdvisorregistration: current employment
Feb 20, 2026 to presentfactForm ADV
← Jeffrey Finan BirchAdvisorregistration: current employment
Feb 20, 2026 to presentfactForm ADV
← Robert Leon SheltonAdvisorregistration: current employment
Jan 16, 2026 to presentfactForm ADV
← Brian Lee GremmingerAdvisorregistration: current employment
Jan 9, 2026 to presentfactForm ADV
← Gregory Louis LaFreniereAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← Colton Thomas LowryAdvisorregistration: current employment
Dec 5, 2025 to presentfactForm ADV
← ZACHARY P FARMERAdvisorregistration: current employment
Nov 25, 2025 to presentfactForm ADV
← Ryan Shaw BirchAdvisorregistration: current employment
Oct 24, 2025 to presentfactForm ADV
← ROBERT YOUNGAdvisorregistration: current employment
Sep 30, 2025 to presentfactForm ADV
← DOUGLAS CELLINIAdvisorregistration: current employment
Sep 26, 2025 to presentfactForm ADV
← JAYLEE HOPPMANNAdvisorregistration: current employment
Sep 11, 2025 to presentfactForm ADV
← BENJAMIN SCOTT STOUTAdvisorregistration: current employment
Aug 20, 2025 to presentfactForm ADV
← Terrence John HoppmannAdvisorregistration: current employment
Aug 8, 2025 to presentfactForm ADV
← Smaro M JanesAdvisorregistration: current employment
Aug 8, 2025 to presentfactForm ADV
← ANDREW C FARMERAdvisorregistration: current employment
Jul 25, 2025 to presentfactForm ADV
← Paul D SweeneyAdvisorregistration: current employment
Jun 27, 2025 to presentfactForm ADV
← David DuffAdvisorregistration: current employment
May 27, 2025 to presentfactForm ADV
← ARTHUR CHRISTOPHER WALSHAdvisorregistration: current employment
May 6, 2025 to presentfactForm ADV
← SARA ANN PROVINESAdvisorregistration: current employment
Mar 10, 2025 to presentfactForm ADV
and 50 more

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
May 18, 2026
Advisor changed firm
William Andrew Koehler left Kingsview Wealth Management, Llc for Koehler Asset Management (registered 2026-09-10)
Form ADVobserved 5 days ago
Occurred
May 14, 2026
Advisor changed firm
Mario Andrea Veneroso left Kingsview Wealth Management, Llc for Veneroso Wealth Management (registered 2026-06-18)
Form ADVobserved 5 days ago
Occurred
Apr 27, 2026
Team lift-out
2 advisors left Edward Jones (Nashville, TN) for Kingsview Wealth Management, LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Apr 13, 2026
Team lift-out
4 advisors left Edward Jones (Alma, MI) for Kingsview Wealth Management, LLC within 2 days
Form ADVobserved 4 days ago
4 advisors
Occurred
Mar 30, 2026
Regulatory AUM changed
Kingsview Wealth Management, Llc reported RAUM $9.0B, up 33% from $6.7B (2025-02-28 to 2026-03-30)
Form ADVobserved 5 days ago
$2.2B
Occurred
Mar 17, 2026
Advisor changed firm
Lawrence Rembert Mickle left Kingsview Wealth Management, Llc for Lpl Financial Llc (registered 2026-03-21)
Form ADVobserved 5 days ago
Occurred
Mar 17, 2026
Advisor changed firm
Robert Lewallen Porter left Kingsview Wealth Management, Llc for Lpl Financial Llc (registered 2026-03-16)
Form ADVobserved 5 days ago
Occurred
Feb 13, 2026
Advisor changed firm
Mark Charles Weatherly left Kingsview Wealth Management, Llc for Ip Financial Advisory Services Llc (registered 2025-12-23)
Form ADVobserved 5 days ago
Occurred
Jan 20, 2026
Advisor changed firm
Jeffrey Champigny left Kingsview Wealth Management, Llc for Edward Jones (registered 2026-01-16)
Form ADVobserved 5 days ago
Occurred
Sep 29, 2025
Team lift-out
2 advisors left Edward Jones (Midland, MI) for Kingsview Wealth Management, LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Sep 2, 2025
Advisor changed firm
Dimitris Petros Magemeneas left Kingsview Wealth Management, Llc for Concurrent Investment Advisors, Llc (registered 2025-08-01)
Form ADVobserved 5 days ago
Occurred
Aug 11, 2025
Team lift-out
2 advisors left Edward Jones (Powell, OH) for Kingsview Wealth Management, LLC a day apart
Form ADVobserved 4 days ago
2 advisors
Occurred
Mar 3, 2025
Team lift-out
2 advisors left Edward Jones (Marysville, OH) for Kingsview Wealth Management, LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Feb 28, 2025
Regulatory AUM changed
Kingsview Wealth Management, Llc reported RAUM $6.7B, up 39% from $4.8B (2024-08-15 to 2025-02-28)
Form ADVobserved 5 days ago
$1.9B
Occurred
Nov 11, 2024
Advisor changed firm
Richard Mark Holmes left Kingsview Wealth Management, Llc for Dimensional Fund Advisors Lp (registered 2024-11-14)
Form ADVobserved 5 days ago
Occurred
Aug 26, 2024
Team lift-out
2 advisors left Edward Jones (Alton, IL) for Kingsview Wealth Management, LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Jul 5, 2024
Team lift-out
2 advisors left Edward Jones (Utica, MI) for Kingsview Wealth Management, LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
May 17, 2024
Advisor changed firm
Natisha Kay Runyan left Kingsview Wealth Management, Llc for Betterment (registered 2024-06-12)
Form ADVobserved 5 days ago
Occurred
Apr 8, 2024
Team lift-out
3 advisors left Edward Jones (Greensboro, NC) for Kingsview Wealth Management, LLC within 4 days
Form ADVobserved 4 days ago
3 advisors
Occurred
Mar 28, 2024
Regulatory AUM changed
Kingsview Wealth Management, Llc reported RAUM $4.8B, up 35% from $3.6B (2024-01-25 to 2024-03-28)
Form ADVobserved 5 days ago
$1.3B
Occurred
Feb 21, 2024
Team lift-out
2 advisors left Edward Jones (Greensboro, NC) for Kingsview Wealth Management, LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Sep 15, 2023
Team lift-out
3 advisors left Wells Fargo Advisors (Minneapolis, MN) for Kingsview Wealth Management, LLC on the same day
Form ADVobserved 4 days ago
3 advisors
Occurred
Jul 21, 2023
Team lift-out
2 advisors left Edward Jones (Amarillo, TX) for Kingsview Wealth Management, LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Mar 30, 2023
Control person joined
Dawn Misty House (Chief Operations Officer) appeared on Schedule A of Kingsview Wealth Management, Llc
Form ADVobserved 5 days ago
Occurred
Feb 10, 2023
Advisor changed firm
Paul Joseph Nolte left Kingsview Wealth Management, Llc for Murphy & Sylvest (registered 2023-01-18)
Form ADVobserved 5 days ago
Occurred
Nov 7, 2022
Team lift-out
2 advisors left Edward Jones (Reston, VA) for Kingsview Wealth Management, LLC within 7 days
Form ADVobserved 4 days ago
2 advisors
Occurred
Sep 22, 2022
Advisor changed firm
Pasquale Pisani left Kingsview Wealth Management, Llc for Avanti Wealth Management (registered 2025-04-11)
Form ADVobserved 5 days ago
Occurred
Sep 12, 2022
Advisor changed firm
Timothy Joseph Lux left Kingsview Wealth Management, Llc for Oxford Financial Group, Ltd (registered 2022-09-06)
Form ADVobserved 5 days ago
Occurred
Jun 13, 2022
Team lift-out
2 advisors left Wells Fargo Advisors (Ferndale, CA) for Kingsview Wealth Management, LLC within 2 days
Form ADVobserved 4 days ago
2 advisors
Occurred
Mar 30, 2022
Regulatory AUM changed
Kingsview Wealth Management, Llc reported RAUM $3.5B, up 54% from $2.3B (2022-01-03 to 2022-03-30)
Form ADVobserved 5 days ago
$1.2B
Occurred
Feb 18, 2021
Regulatory AUM changed
Kingsview Wealth Management, Llc reported RAUM $2.3B, up 54% from $1.5B (2021-01-27 to 2021-02-18)
Form ADVobserved 5 days ago
$795M
Occurred
Feb 18, 2021
Control person left
Joshua Lewis (Managing Member) no longer on Schedule A of Kingsview Wealth Management, Llc (listed 2021-01-27, absent 2021-02-18)
Form ADVobserved 5 days ago
Occurred
Feb 18, 2021
Control person left
Aaron Klemow (Managing Director) no longer on Schedule A of Kingsview Wealth Management, Llc (listed 2021-01-27, absent 2021-02-18)
Form ADVobserved 5 days ago
Occurred
Feb 18, 2021
Control person joined
John Matthew Stolen (Chief Compliance Officer, Kwm) appeared on Schedule A of Kingsview Wealth Management, Llc
Form ADVobserved 5 days ago
Occurred
Feb 18, 2021
Control person joined
W Kevin Swanson (Kingsview Investment Management - Compliance Director) appeared on Schedule A of Kingsview Wealth Management, Llc
Form ADVobserved 5 days ago
Occurred
Mar 24, 2020
Regulatory AUM changed
Kingsview Wealth Management, Llc reported RAUM $1.5B, up 56% from $937.4M (2020-01-14 to 2020-03-24)
Form ADVobserved 5 days ago
$523M
Occurred
Mar 22, 2019
Control person joined
Aaron Klemow (Managing Director) appeared on Schedule A of Kingsview Wealth Management, Llc
Form ADVobserved 5 days ago
Occurred
Mar 28, 2018
Regulatory AUM changed
Kingsview Wealth Management, Llc reported RAUM $801.4M, up 113% from $375.6M (2018-01-16 to 2018-03-28)
Form ADVobserved 5 days ago
$426M

Show 2 bookkeeping events

Occurred
Mar 28, 2024
Kingsview Wealth Management, Llc reported 46 offices beyond its principal office, up from 27 (2024-01-25 to 2024-03-28)
Occurred
Mar 30, 2023
Kingsview Wealth Management, Llc reported 75 state-registered advisory representatives, up from 60 (2022-11-08 to 2023-03-30)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:36599ea3-9d0c-ec6c-5926-a02c5424f09b
First observed: Feb 6, 2014
Last observed: Jul 29, 2026 53 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

KINGSVIEW WEALTH MANAGEMENT, LLC

CRD 148107

GRANTS PASS, OR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:36599ea3-9d0c-ec6c-5926-a02c5424f09b

Data as of Jul 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:59 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MITCHELL GARY EHMKA

n/a

Chicago, IL

n/a

JOSHUA E SAUNDERS

n/a

Maryville, TN | GRANTS PASS, OR

TERRY LEE MORRIS

n/a

PLANTATION, FL

n/a

JODY ROBINSON

n/a

Burr Ridge, IL | GRANTS PASS, OR

JON TIMOTHY VANSLOOTEN

n/a

Toledo, OH

SCOTT DAVID MARTIN

n/a

Chicago, IL | GRANTS PASS, OR

Benjamin John Ott

n/a

GRANTS PASS, OR | Hammonton, NJ

JOEL WAYNE FOSTER

n/a

GRANTS PASS, OR | Chicago, IL

TODD AARON CONFAROTTA

n/a

GRANTS PASS, OR | Charleston, SC

PETER SCHOTT HILTZ

n/a

GRANTS PASS, OR | Cincinnati, OH

ZANE CALAWAY CHRISTIAN

n/a

Waco, TX

Joshua Hunter Coupe

n/a

Wilmington, DE | GRANTS PASS, OR

ERIC SHAWN SMITH

Certified Financial Planner

GRANTS PASS, OR | Chadds Ford, PA

JOSEPH VALENTINO SOTO

n/a

GRANTS PASS, OR | Alpharetta, GA

Amy Lyn Greiner

Certified Financial Planner

GRANTS PASS, OR | MONTROSE, CO

MICHAEL GENE KISSINGER

n/a

GRANTS PASS, OR | Mountain View, CA

TRENTON PORTER LAY

n/a

Grand Junction, CO | GRANTS PASS, OR

Matthew John Stolen

n/a

GRANTS PASS, OR

yes

JONATHAN IAN MILLMAN

n/a

GRANTS PASS, OR | Melville, NY

Ian Andrew Millman

n/a

Melville, NY | GRANTS PASS, OR

ROBERT ROY ROBINSON

n/a

GRANTS PASS, OR | CASPER, WY

JONATHAN SETH LUBELL

n/a

Soquel, CA

JOE WILLIAM FAULK

n/a

Crestview, FL | GRANTS PASS, OR

TONY JEROME LANTIS

n/a

GRANTS PASS, OR | Casper, WY

RICHARD KARL POLSON

n/a

GREENSBORO, NC | GRANTS PASS, OR

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BELNIAK, JOHN, MARSHALL

PRESIDENT, CHIEF FINANCIAL OFFICER

yes

01/2026

Jul 29, 2026

KINGSVIEW PARTNERS

Owner

yes

07/2016

Jul 29, 2026

MCGILLIVRAY, SEAN, PATRICK

CHIEF EXECUTIVE OFFICER

yes

08/2016

Jul 29, 2026

PEPLINSKI, NEIL, RAY

CHIEF INVESTMENT OFFICER

yes

06/2026

Jul 29, 2026

Stolen, Matthew, John

CHIEF COMPLIANCE OFFICER, KWM

yes

01/2021

Jul 29, 2026

SWANSON, KEVIN, W

KINGSVIEW INVESTMENT MANAGEMENT - COMPLIANCE DIRECTOR

yes

01/2021

Jul 29, 2026

2017 LEWIS FAMILY TRUST

Owner

yes

11/2020

Feb 18, 2021

Aug 15, 2024

HOUSE, MISTY, DAWN

CHIEF OPERATIONS OFFICER

yes

07/2021

Mar 30, 2023

Aug 15, 2024

MARTIN, SCOTT, DAVID

CHIEF INVESTMENT OFFICER

yes

03/2018

Mar 28, 2018

Aug 15, 2024

MCGILLIVRAY, SEAN, PATRICK

Trustee

yes

12/2017

Feb 6, 2014

Aug 15, 2024

PRIMACY INVESTMENTS, LLC

Owner

yes

11/2020

Feb 18, 2021

Aug 15, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

KINGSVIEW STRATEGIC TAX CONSULTING

n/a

yes

n/a

KINGSVIEW TRUST AND INSURANCE SERVICES

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Chicago

United States

MYRTLE BEACH

United States

FORT WAYNE

United States

Amarillo

United States

Pasadena

United States

Alpharetta

United States

Noblesville

United States

Greensboro

United States

Woodbury

United States

CHADDS FORD

United States

Casper

United States

MOUNTAIN VIEW

United States

SAN MARCOS

United States

Soquel

United States

Wilmington

United States

Plantation

United States

Suwanee

United States

Hammonton

United States

Lindenhurst

United States

NEW YORK

United States

Cincinnati

United States

Toledo

United States

Charleston

United States

Paris

United States

Waco

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$9.0B

$8.9B

285

n/a

2024

Feb 28, 2025

$6.7B

$6.6B

225

n/a

2023

Mar 28, 2024

$4.8B

190

n/a

2022

Mar 30, 2023

$3.6B

150

n/a

2021

Mar 30, 2022

$3.5B

100

n/a

2020

Feb 18, 2021

$2.3B

n/a

2019

Mar 24, 2020

$1.5B

n/a

2018

Mar 22, 2019

$937M

n/a

2017

Mar 28, 2018

$801M

$753M

n/a

2016

Mar 21, 2017

$376M

$346M

n/a

2015

Mar 31, 2016

$187M

$175M

n/a

2014

Mar 31, 2015

$78.8M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

5.2%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$9.0B

$6.7B

32.8%

$3.6B

35.7%

285

225

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

TRITON WEALTH MANAGEMENT, PLLC

Jan 31, 2019

Jan 17, 2019

SUN CITY, AZ

Team lift out

Other

14.3%

SIGNIFICANT WEALTH PARTNERS LLC

Dec 4, 2017

Jul 10, 2018

CARY, IL

Team lift out

Other

7.1%

T&T CAPITAL MANAGEMENT

Mar 15, 2017

Mar 24, 2017

LAGUNA BEACH, CA

Team lift out

Other

8.3%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

EDWARD JONES

Apr 27, 2026

NASHVILLE, TN

Team lift out

Ibd to RIA

0.0%

EDWARD JONES

Apr 13, 2026

Jul 6, 2026

ALMA, MI

Team lift out

Ibd to RIA

0.0%

EDWARD JONES

Sep 29, 2025

Sep 30, 2025

MIDLAND, MI

Team lift out

Ibd to RIA

0.0%

EDWARD JONES

Aug 11, 2025

Aug 8, 2025

POWELL, OH

Team lift out

Ibd to RIA

0.0%

EDWARD JONES

Mar 3, 2025

Feb 28, 2025

MARYSVILLE, OH

Team lift out

Ibd to RIA

0.0%

EDWARD JONES

Aug 26, 2024

Aug 23, 2024

ALTON, IL

Team lift out

Ibd to RIA

0.0%

EDWARD JONES

Jul 5, 2024

Jun 28, 2024

UTICA, MI

Team lift out

Ibd to RIA

0.0%

EDWARD JONES

Apr 8, 2024

Apr 29, 2024

GREENSBORO, NC

Team lift out

Ibd to RIA

0.0%

EDWARD JONES

Feb 21, 2024

Feb 20, 2024

GREENSBORO, NC

Team lift out

Ibd to RIA

0.0%

WELLS FARGO ADVISORS

Sep 15, 2023

Oct 3, 2023

MINNEAPOLIS, MN

Team lift out

Wirehouse to RIA

0.0%

EDWARD JONES

Jul 21, 2023

Jul 20, 2023

AMARILLO, TX

Team lift out

Ibd to RIA

0.0%

EDWARD JONES

Nov 7, 2022

Nov 4, 2022

RESTON, VA

Team lift out

Ibd to RIA

0.0%

WELLS FARGO ADVISORS

Jun 13, 2022

Jun 10, 2022

FERNDALE, CA

Team lift out

Wirehouse to RIA

0.0%

WELLS FARGO ADVISORS

Mar 15, 2021

Mar 4, 2021

LANCASTER, PA

Team lift out

Wirehouse to RIA

0.0%

WELLS FARGO ADVISORS

Dec 18, 2019

Dec 13, 2019

FORT WAYNE, IN

Team lift out

Wirehouse to RIA

0.0%

WELLS FARGO ADVISORS

Dec 5, 2019

Mar 24, 2020

MYRTLE BEACH, SC

Team lift out

Wirehouse to RIA

0.0%

WELLS FARGO ADVISORS

Nov 4, 2019

Nov 6, 2019

GREENSBORO, NC

Team lift out

Wirehouse to RIA

0.0%

WELLS FARGO ADVISORS

Jan 22, 2019

Jan 17, 2019

GARDEN CITY, NY

Team lift out

Wirehouse to RIA

0.0%

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Oct 10, 2016

Feb 2, 2018

SUN CITY, AZ

Team lift out

Other

0.2%