DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Longview Wealth Management, LLC
Latest filing Jan 20, 2026
First filing on the tape Jul 27, 2019 · 18 filings
SEC status approved since Aug 29, 2019
RAUM
$127M
reported, Item 5.F
Discretionary
94%
of RAUM
Private clients
94%
$120M individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$127M
derived; firm RAUM over IAPD count
Employees
2
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
18 filings and snapshots on the tape
RAUM$127M as of Jan 20, 2026
Jan 21, 2020$107M then
HNW client RAUM$113M as of Jan 20, 2026
Jan 21, 2020$85.5M then
State-registered IARs (5.B.3)1 as of Jan 20, 2026
Jan 21, 20201 then
Employees (5.A)2 as of Jan 20, 2026
Jan 21, 20202 then
Private funds: no history
RAUM +2.4% over the last fiscal year+3.9% a year over threeIARs 1 to 1
Practice profile
derived from the filing of Jan 20, 2026; every figure names its basis
Archetypes, each a printed rule
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $127MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 42derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.9MderivedHNW RAUM over HNW clients
- Average account
- $2.9MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 94%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +2.4%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -13%derived
- Compensation
- percentage of assets, hourlyreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, educational seminarsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is an insurance broker or agent (6.A.6)
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$113M89%
- Corporations and businesses$7.4M5.8%
- Individuals$6.6M5.1%
- Individual clients
- 13reported
- HNW clients
- 29reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 44reported
- Financial planning clients
- 26-50reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, hourlyreported
- Class basis
- private_client_share=0.94 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Keith Norman TufteChartered Financial Analyst | Minnetonka, Mn | Dec 13, 2013 | 22 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Norman Keith Tufte · President, Elected Managercontrolsince 01/2006 · owns 75% or more
Related persons
Schedule D 7.A
- Cherry Tree Wealth Management, LLCinvestment advisernRAUM $673M
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 144 to 44Jan 16, 2025 to Jan 20, 2026
- HNW clients · 32 to 29Jan 16, 2025 to Jan 20, 2026
- Individual clients · 16 to 13Jan 16, 2025 to Jan 20, 2026
- Discretionary RAUM · $119M to $120MJan 16, 2025 to Jan 20, 2026
- HNW RAUM · $113M to $113MJan 16, 2025 to Jan 20, 2026
- Individual RAUM · $6.0M to $6.6MJan 16, 2025 to Jan 20, 2026
- Non-discretionary RAUM · $5.7M to $7.4MJan 16, 2025 to Jan 20, 2026
- RAUM · $124M to $127MJan 16, 2025 to Jan 20, 2026
- Accounts · 52 to 144Aug 3, 2024 to Jan 16, 2025
- HNW clients · 33 to 32Aug 3, 2024 to Jan 16, 2025
- Individual clients · 17 to 16Aug 3, 2024 to Jan 16, 2025
- Financial planning clients · 26-50 to 26-50Aug 3, 2024 to Jan 16, 2025
- HQ city · unset to Aug 3, 2024 to Jan 16, 2025
- HQ state · unset to Aug 3, 2024 to Jan 16, 2025
- Discretionary RAUM · $117M to $119MAug 3, 2024 to Jan 16, 2025
- HNW RAUM · $111M to $113MAug 3, 2024 to Jan 16, 2025
- Individual RAUM · $6.3M to $6.0MAug 3, 2024 to Jan 16, 2025
- Non-discretionary RAUM · $5.4M to $5.7MAug 3, 2024 to Jan 16, 2025
- RAUM · $123M to $124MAug 3, 2024 to Jan 16, 2025
- Accounts · 50 to 52Jan 9, 2023 to Jan 16, 2024
- Corporate clients · 3 to 2Jan 9, 2023 to Jan 16, 2024
- HNW clients · 29 to 33Jan 9, 2023 to Jan 16, 2024
- Individual clients · 18 to 17Jan 9, 2023 to Jan 16, 2024
- Discretionary RAUM · $104M to $117MJan 9, 2023 to Jan 16, 2024
- HNW RAUM · $96.6M to $111MJan 9, 2023 to Jan 16, 2024
- Individual RAUM · $7.1M to $6.3MJan 9, 2023 to Jan 16, 2024
- Non-discretionary RAUM · $10.1M to $5.4MJan 9, 2023 to Jan 16, 2024
- RAUM · $114M to $123MJan 9, 2023 to Jan 16, 2024
- Accounts · 145 to 50Jan 18, 2022 to Jan 8, 2023
- Individual clients · 20 to 18Jan 18, 2022 to Jan 8, 2023
- Discretionary RAUM · $116M to $104MJan 18, 2022 to Jan 8, 2023
- HNW RAUM · $107M to $96.6MJan 18, 2022 to Jan 8, 2023
- Individual RAUM · $9.1M to $7.1MJan 18, 2022 to Jan 8, 2023
- Non-discretionary RAUM · $12.3M to $10.1MJan 18, 2022 to Jan 8, 2023
- RAUM · $129M to $114MJan 18, 2022 to Jan 8, 2023
- Accounts · 131 to 145Jan 15, 2021 to Jan 18, 2022
- HNW clients · 28 to 29Jan 15, 2021 to Jan 18, 2022
- Individual clients · 18 to 20Jan 15, 2021 to Jan 18, 2022
- Discretionary RAUM · $103M to $116MJan 15, 2021 to Jan 18, 2022
- HNW RAUM · $95.2M to $107MJan 15, 2021 to Jan 18, 2022
Signals
1 dated events
- Longview Wealth Management, Llc filed its initial SEC registration (Form ADV)Jul 27, 2019 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Website
- LONGVIEWWEALTH.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 952-465-1785reportedpublic record, Form ADV, Jan 20, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $127Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026