Kingsview Wealth Management, LLC

Independent wealth managerSEC-registered· Grants Pass, Oregonwebsite

Independent wealth manager, based in Grants Pass, Oregon, reporting $9.0B of regulatory assets across 119 registered advisors.

Composed from this adviser's Form ADV classification, location and filed figures.

As of Oct 22, 2026 · the latest Form ADV filing; advisor counts and movement are read from IAPD daily

$9.0B regulatory aum · 119 advisorsAll 5

Regulatory AUM: $9.0B
Advisors: 119
Net advisor flow, 12 months: +13
RAUM change, 1 year: +33%
Private clients: 95%

Find My Intro PathPeople to knowView relationshipsAsk DFX about this firm

People to knowView relationshipsAsk DFX about this firmSee where advisers went See teams that moved

Advisors (119)Where the RAUM sits

As of Oct 22, 2026 · the latest Form ADV filing; advisor counts and movement are read from IAPD daily

Work here? Correct this profile

What matters now

+13
net advisors, 12 months
6 advisors left in 12 months (5% of the roster) and 19 joined, net +13. 4 went to three firms: LPL Financial 2, Edward Jones 1, Ip Financial Advisory Services 1.
Where advisors go names the firms recruiting from this one.
FactIAPD registrations, read dailyFor Recruiters, aggregators, asset managers' distributionAdvisor movement →
New owner
ownership and control
Kingsview Partners appeared on Schedule A as an owner on Jul 29, 2026.
A change of owner or control is when advisors reconsider where they sit and when an acquirer's retention is tested.
FactForm ADV Schedule A and Item 4For Recruiters, acquirersOwnership →

+32.8%
RAUM, one year
RAUM $6.75B to $8.96B (+32.8%) on the Form ADV filed Oct 22, 2026, while advisors on the filing held at 95.
The one filed measure of whether clients are staying.
FactForm ADV Item 5History →

116 more advisors, 35 more departures, 45 more signals and 9 more contact points

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

People to know

View all people

Mitchell Gary Ehmka
Managing Director of Research and Performance
Why: Managing director
EmailPhoneProfile

Relationship network

205 connected entities98 moves shown, the latest 60 each way9 repeat counterparties65 of them on the firms drawn here, 2017 to 2026

From Form ADV (Schedule A and B owners, Section 7.A related persons, 5.K(3) custodians, 7.B.1 private funds), SEC IAPD registrations and the advisor and team moves between firms, and Form 5500 plan filings.

The picture keeps the strongest in each large group; the rest are counted here.

Some relationships on this record are counted rather than named here. They open with the full profile.

Click any name for the moves and sources behind it, or a group's + mark to open the rest. Line weight is moves together; dashed lines are inferred.

Reading the network

Organization
Service provider
Person

›How strength and recency are read

Firms on the other side of a move are read from the moves: three or more is a strong observed relationship, two a repeat one. Custodians, owners, related firms, advisors, funds and plans are read from the filings and ordered by share, control, tenure or size. Nothing is scored that a reader cannot check.

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

Ask DFX about this network

Who can introduce you

From your own network, read by Network Intelligence. Only you see this; nothing here is shared with anyone else.

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Sign in and add your LinkedIn connections to Network Intelligence to see who in your network can introduce you to Kingsview Wealth Management, LLC. How it works

Every filed figure, and the identifiersCRD 148107 · SEC 801-79198 · 106 filingsShow

CRD 148107SEC 801-79198First filing on the tape Feb 6, 2014, latest Oct 22, 2026SEC status approved since Feb 24, 2014IAPD

RAUM

$9.0B

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

95%

$8.5B individuals and HNW

Advisors

119

registered through the firm on IAPD

RAUM per advisor

$81.4M

derived; firm RAUM over IAPD count

Employees

285

95 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

106 filings and snapshots on the tape

RAUM +36% a year over three years · the tape starts Feb 6, 2014

Peer group: Independent wealth managers, $5B to $20B, 212 firms

RAUM, HNW assets, advisors, employees and funds over time5 seriesShow

RAUM$9.0B as of Jul 29, 2026

Mar 31, 2015$78.8M then

HNW client RAUM$3.0B as of Jul 29, 2026

Mar 28, 2018$262M then

State-registered IARs (5.B.3)95 as of Jul 29, 2026

Mar 31, 201525 then

Employees (5.A)285 as of Jul 29, 2026

Mar 31, 201525 then

Private funds: no history

RAUM +33% over the last fiscal year+36% a year over threeIARs 95 to 95

Practice profile

derived from the filing of Oct 22, 2026; every figure names its basis

Archetypes

The rule behind each archetype, and every derived figure2 rulesShow

Mass-affluent RIA · private-client share at least 50 percent, non-HNW individuals at least 60 percent of private-client RAUM
Multi-office growth platform · an independent wealth manager (not a wirehouse, national broker-dealer RIA or broker-dealer affiliated firm) with at least five offices, at least 50 advisors, and RAUM up at least 20 percent over the last annual amendment

RAUM per advisor: $75.3MderivedRAUM over IAPD advisors; not a book size
Clients per advisor: 102derivedindividual and HNW clients (5.D) over advisors
Average HNW client: $1.4MderivedHNW RAUM over HNW clients
Average account: $280,506derivedRAUM over accounts (5.F.2.f)
Discretionary: 100%derivedof RAUM
Institutional: 3.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 2.4derivedItem 5.A over advisors
Advisors per office: 2.5derived47 offices incl. principal (1.F.5)
RAUM growth, one year: +33%derivedbetween the last two annual amendments
Advisor growth, one year: +0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year: +22%derived
Compensation: percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities: financial planning, portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for investment companies, pension consulting, selection of other advisersreportedItem 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

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)
marketing includes testimonials (5.L.1.c)

Where the RAUM sits

Form ADV Item 5.D, latest filing

62% individuals, 34% high-net-worth individuals, and 5 other client types

The breakdown by client type, and the client counts7 client typesShow

Individuals$5.5B62%
High-net-worth individuals$3.0B34%
Charitable organizations$260M2.9%
Corporations and businesses$124M1.4%
Investment companies$25.9M0.3%
Pension and profit-sharing plans$9.0M0.1%
State and municipal entities$244,5560.0%

Individual clients: 9,934reported
HNW clients: 2,209reported
Pension plan clients: 14reported
Charitable clients: 18reported
Accounts: 31,932reported
Financial planning clients: 251-500reported
Wrap fee programs: noreported
Custody of client assets: noreported
Compensation: % of AUM, fixed, hourlyreported
Class basis: RAUM: 95% private clients, 0% pooled funds, 3% institutions; no related broker-dealer; no related bank; no bank owner; 500% of advisors also broker-dealer representativesderived

Advisor movement

9 left over 36 months

0 left in 90 days4 joined in 90 daysdeparture rate 5.5% of current headcount

Where they went: the top destinations among the 38 most recent departures on the tape

Triton Wealth Management, Pllc6 advisors
LPL Financial LLC2 advisors
Ameriprise Financial Services, LLC2 advisors
Edward Jones1 advisor

24 more destinations, named with the complete profile.

Left, latest

William Andrew Koehler to Koehler Asset Management
May 18, 2026 · RIA to RIA
Mario Andrea Veneroso to Veneroso Wealth Management
May 14, 2026 · RIA to a newly registered adviser
Lawrence Rembert Mickle to LPL Financial LLC
Mar 17, 2026 · RIA to affiliated broker-dealer or bank

+35 more departures

Joined, latest

Michael Alan Vineyard from Edward Jones
Oct 27, 2026 · Affiliated broker-dealer or bank to independent RIA
Eric David Rankin from Edward Jones
Oct 23, 2026 · Affiliated broker-dealer or bank to independent RIA
Jesse Lee Veenstra from Edward Jones
Oct 23, 2026 · Affiliated broker-dealer or bank to independent RIA

+57 more arrivals

Every departure Every arrival Compare on the Advisor Move Wire

Teams: two or more advisors moving together within fourteen days, from one state

5 left for Triton Wealth Management, Pllc
Jan 31, 2019 · Sun City, Az
2 left for Significant Wealth Partners LLC
Dec 4, 2017 · Cary, Il
2 left for T&t Capital Management
Mar 15, 2017 · Laguna Beach, Ca

2 joined from Edward Jones
Oct 26, 2026 · Sioux Center, Ia
2 joined from Edward Jones
Apr 27, 2026 · Nashville, Tn
4 joined from Edward Jones
Apr 13, 2026 · Alma, Mi

+9 more team moves

Teams out Teams in

People

who runs the firm and sits on its investment committee, by the titles their bios print; then everyone else by function

Mitchell Gary Ehmka · Managing Director of Research and Performance
Why this person: Managing director
Direct phone, work email and LinkedIn or profile link on file (firm website), confirmed 2026-10-25, confidence 92%

Ranked by the role the firm or its filing states, a route on file and deals led. Every reason is read from the record, never inferred. 1 with a route on file. Routes are published by the person or the firm (their bio, the team page or a filing) and are revealed on a plan; data bought from a provider is never shown, and a route printed at a firm the person has since left is held back.

Advisors registered through the firm

119 on IAPD today; the longest tenured first

Name	Branch	Here since	In industry	Prior firms
Mitchell Gary Ehmka	Chicago, Il	Aug 6, 2012	14.3 y	0
Joshua E Saunders	Grants Pass, Or	Jul 18, 2014	18.2 y	2
Terry Lee Morris	Plantation, Fl	May 8, 2015	32.6 y	0

+116 more advisors registered here

View all 119 advisors at Kingsview Wealth Management, LLC

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

Marshall John Belniak · President, Chief Financial Officercontrol
since 01/2026 · owns less than 5%
Dawn Misty House · Chief Operations Officercontrol
since 07/2021 · owns less than 5%
David Scott Martin · Chief Investment Officercontrol
since 03/2018 · owns less than 5%
Patrick Sean Mcgillivray · Chief Executive Officercontrol
since 08/2016 · owns 5% to 10%
Public record: named in the firm's Form ADV
Ray Neil Peplinski · Chief Investment Officercontrol
since 06/2026 · owns less than 5%
Public record: named in the firm's Form ADV

All 8 control persons

John Matthew Stolen · Chief Compliance Officer, Kwmcontrol
since 01/2021 · owns less than 5%
Public record: named in the firm's Form ADV
W Kevin Swanson · Kingsview Investment Management - Compliance Directorcontrol
since 01/2021 · owns less than 5%
Public record: named in the firm's Form ADV
Patrick Sean Mcgillivray · Trusteecontrol
since 12/2017 · general partner, trustee or elected manager of 2017 Lewis Family Trust
Public record: named in the firm's Form ADV

Entity owners

Kingsview Partners · Owner
direct · owns 75% or more
2017 Lewis Family Trust · Owner
indirect · owns 75% or more of Primacy Investments, LLC
Primacy Investments, LLC · Owner
indirect · owns 25% to 50% of Kingsview Partners

Ownership changes

22 Schedule A changes between consecutive filings, latest first

Added John Belniak Marshall · President, Chief Financial Officer control
filing of Jul 29, 2026, against Mar 30, 2023 · owns under 5%
Added Neil Peplinski Ray · Chief Investment Officer control
filing of Jul 29, 2026, against Mar 30, 2023 · owns under 5%
Removed 2017 Lewis Family Trust · Owner control
filing of Jul 29, 2026, against Mar 30, 2023 · owns 75% or more · entity

+19 more ownership changes

Leadership and continuity

ownership and leadership evidence from Form ADV and the firm's own pages, as of Sep 25, 2026

new CEO or president joined the ownership schedule in the last three years, new individual owner added in the last three years.

Internal succession band (validated on held-out firms)

Below the lowest band at every horizon, or outside the tested set, as of Sep 26, 2026.

Leadership timeline (oldest first)

2016-08 · Title held · Sean Patrick Mcgillivray, Chief Executive Officer
on Schedule A 2026-07-29 to 2026-07-29; ownership code A; Form ADV Schedule A (first filing showing it 2026-07-29); date: status acquired month as filed
2019-01 · Joined the firm · Matthew Stolen
registered with KINGSVIEW WEALTH MANAGEMENT, LLC; SEC IAPD individual record; date: IAPD registration begin date
2021-10 · Joined the firm · Neil Peplinski
registered with KINGSVIEW WEALTH MANAGEMENT, LLC; SEC IAPD individual record; date: IAPD registration begin date

+2 more leadership records

Transition evidence

New individual owner (3 years): 2 itemsderivedSchedule A changes, last 3 years
New CEO or president (3 years): 1 itemderivedSchedule A changes, last 3 years
Ownership redistributed: 1 itemderivedSchedule A changes, last 3 years

Acquisition attractiveness (a separate question)

Average account: $280,506derived
High-net-worth share of assets: 33.7%derived
Assets growth, 3 years: 35.7% a yearderivedForm ADV (newest filing and the one three years earlier)

Related persons

Schedule D 7.A

Kingsview Strategic Tax Consulting
insurance · control relationship
Kingsview Trust And Insurance Services
real estate · control relationship

Office movement

IAPD branch city; joins and departures in 12 months

Office advisor counts may be understated while the SEC adviser file is incomplete; refreshed when it's complete.

Office	Advisors	Joined	Left
Grants Pass, Or · principal	105	21	4
Chicago, Il	6	0	0
Greensboro, Nc	6	0	0
Falls Church, Va	4	0	0
Fort Wayne, In	4	0	0

All 20 officesmost advisors first

Office	Advisors	Joined	Left	Teams out
Amarillo, Tx	3	0	0
Eureka, Ca	3	0	0
Mecosta, Mi	3	3	0
Melville, Ny	3	0	0
Myrtle Beach, Sc	3	0	1	1
Powell, Oh	3	0	0
Wyomissing, Pa	3	1	0
Blacksburg, Va	2	1	0
Braselton, Ga	2	0	0
Buffalo Grove, Il	2	1	0
Casper, Wy	2	0	0
College Station, Tx	2	0	0
Georgetown, Tx	2	0	0
Marysville, Oh	2	0	0
Maryville, Tn	2	0	0

Custodians

Schedule D 5.K(3), filed Aug 15, 2024

Raymond James32% of managed account assets
Schwab18% of managed account assets

An advisor moving to a firm on the same custodian can usually have client accounts re-assigned rather than opened again, so there is little or no repapering.

Offices

Schedule D 1.F, the 25 largest

Chicago, IL5 employees
Myrtle Beach, SC4 employees
Amarillo, TX3 employees
Fort Wayne, IN3 employees
Alpharetta, GA2 employees

All 25 offices

Casper, WY2 employees
Chadds Ford, PA2 employees
Greensboro, NC2 employees
Noblesville, IN2 employees
Pasadena, CA2 employees
Woodbury, NY2 employees
Charleston, SC1 employee
Cincinnati, OH1 employee
Hammonton, NJ1 employee
Lindenhurst, NY1 employee
Mountain View, CA1 employee
New York, NY1 employee
Paris, TN1 employee
Plantation, FL1 employee
San Marcos, CA1 employee
Soquel, CA1 employee
Suwanee, GA1 employee
Toledo, OH1 employee
Waco, TX1 employee
Wilmington, DE1 employee

ADV anomalies

6 against comparable advisers; where to look, not conclusions

business activity changedChange between filings · filing Oct 22, 2026
pension consulting (Item 5.G.6): no on the filing of 2026-07-29, yes on the filing of 2026-10-22
peers: independent wealth managers, $5B to $20B (212)
control person changedChange between filings · filing Jul 29, 2026
BELNIAK, JOHN, MARSHALL (PRESIDENT, CHIEF FINANCIAL OFFICER) appeared on Schedule A between the filings of 2023-03-30 and 2026-07-29
peers: independent wealth managers, $5B to $20B (212)
control person changedChange between filings · filing Jul 29, 2026
PEPLINSKI, NEIL, RAY (CHIEF INVESTMENT OFFICER) appeared on Schedule A between the filings of 2023-03-30 and 2026-07-29
peers: independent wealth managers, $5B to $20B (212)
control person changedChange between filings · filing Jul 29, 2026
MARTIN, SCOTT, DAVID (CHIEF INVESTMENT OFFICER) left Schedule A between the filings of 2023-03-30 and 2026-07-29
peers: independent wealth managers, $5B to $20B (212)
control person changedChange between filings · filing Jul 29, 2026
HOUSE, MISTY, DAWN (CHIEF OPERATIONS OFFICER) left Schedule A between the filings of 2023-03-30 and 2026-07-29
peers: independent wealth managers, $5B to $20B (212)

All 6 anomalies

HNW share shiftChange between filings · filing Mar 30, 2026
HNW share of RAUM moved from 63.0% to 34.0% between the annual amendments of 2025-02-28 and 2026-03-30
peers: independent wealth managers, $5B to $20B (212)

How anomalies are measured

What changed

consecutive filings, newest first

Advisory activities · 5 to 6
Jul 29, 2026 to Oct 22, 2026
Financial planning clients · 251-500 to 251-500
Jul 29, 2026 to Oct 22, 2026
Succession · false to unset
Jul 29, 2026 to Oct 22, 2026
Accounts · 24,847 to 31,932
Feb 28, 2025 to Mar 30, 2026
Charity clients · 11 to 18
Feb 28, 2025 to Mar 30, 2026

Full history · 80 changes

Corporate clients · 66 to 127
Feb 28, 2025 to Mar 30, 2026
HNW clients · 1,774 to 2,209
Feb 28, 2025 to Mar 30, 2026
Individual clients · 8,191 to 9,934
Feb 28, 2025 to Mar 30, 2026
Pension plan clients · unset to 14.0
Feb 28, 2025 to Mar 30, 2026
Employees · 225 to 285
Feb 28, 2025 to Mar 30, 2026
Discretionary RAUM · $6.6B to $8.9B
Feb 28, 2025 to Mar 30, 2026
HNW RAUM · $4.3B to $3.0B
Feb 28, 2025 to Mar 30, 2026
Individual RAUM · $2.1B to $5.5B
Feb 28, 2025 to Mar 30, 2026
Non-discretionary RAUM · $127M to $15.1M
Feb 28, 2025 to Mar 30, 2026
Pension RAUM · $3.1M to $9.0M
Feb 28, 2025 to Mar 30, 2026
RAUM · $6.7B to $9.0B
Feb 28, 2025 to Mar 30, 2026
Wrap assets (manager) · 69960.0 to unset
Feb 28, 2025 to Mar 30, 2026
Wrap assets (sponsor) · 0.0 to unset
Feb 28, 2025 to Mar 30, 2026
Accounts · 18,332 to 24,847
Aug 15, 2024 to Feb 28, 2025
Advisory employees · 85 to 95
Aug 15, 2024 to Feb 28, 2025
BD registered reps · 4 to 5
Aug 15, 2024 to Feb 28, 2025
Charity clients · 13 to 11
Aug 15, 2024 to Feb 28, 2025
Corporate clients · 25 to 66
Aug 15, 2024 to Feb 28, 2025
HNW clients · 863 to 1,774
Aug 15, 2024 to Feb 28, 2025
Individual clients · 6,971 to 8,191
Aug 15, 2024 to Feb 28, 2025
Employees · 190 to 225
Aug 15, 2024 to Feb 28, 2025
Financial planning clients · 251-500 to 251-500
Aug 15, 2024 to Feb 28, 2025
State-registered IARs · 85 to 95
Aug 15, 2024 to Feb 28, 2025
Discretionary RAUM · $4.8B to $6.6B
Aug 15, 2024 to Feb 28, 2025
HNW RAUM · $2.3B to $4.3B
Aug 15, 2024 to Feb 28, 2025
Individual RAUM · $2.3B to $2.1B
Aug 15, 2024 to Feb 28, 2025
Non-discretionary RAUM · $18.0M to $127M
Aug 15, 2024 to Feb 28, 2025
Pension RAUM · $2.1M to $3.1M
Aug 15, 2024 to Feb 28, 2025
RAUM · $4.8B to $6.7B
Aug 15, 2024 to Feb 28, 2025
Wrap assets (manager) · $189,848 to $69,960
Aug 15, 2024 to Feb 28, 2025
Accounts · 13,829 to 18,332
Jan 25, 2024 to Mar 28, 2024
Advisory employees · 70 to 85
Jan 25, 2024 to Mar 28, 2024
Charity clients · 8 to 13
Jan 25, 2024 to Mar 28, 2024
Corporate clients · 15 to 25
Jan 25, 2024 to Mar 28, 2024
HNW clients · 639 to 863
Jan 25, 2024 to Mar 28, 2024
Individual clients · 5,479 to 6,971
Jan 25, 2024 to Mar 28, 2024
Employees · 150 to 190
Jan 25, 2024 to Mar 28, 2024
Insurance-licensed employees · 1 to 0
Jan 25, 2024 to Mar 28, 2024
State-registered IARs · 75 to 85
Jan 25, 2024 to Mar 28, 2024
Other offices · 27 to 46
Jan 25, 2024 to Mar 28, 2024
Discretionary RAUM · $3.6B to $4.8B
Jan 25, 2024 to Mar 28, 2024
HNW RAUM · $1.6B to $2.3B
Jan 25, 2024 to Mar 28, 2024
Individual RAUM · $1.6B to $2.3B
Jan 25, 2024 to Mar 28, 2024
Non-discretionary RAUM · $0 to $18.0M
Jan 25, 2024 to Mar 28, 2024
Pension RAUM · $1.9M to $2.1M
Jan 25, 2024 to Mar 28, 2024
RAUM · $3.6B to $4.8B
Jan 25, 2024 to Mar 28, 2024
Wrap assets (manager) · $301,676 to $189,848
Jan 25, 2024 to Mar 28, 2024
Accounts · 10,692 to 13,829
Nov 8, 2022 to Mar 30, 2023
Advisory employees · 60 to 70
Nov 8, 2022 to Mar 30, 2023
Corporate clients · 16 to 15
Nov 8, 2022 to Mar 30, 2023
HNW clients · 496 to 639
Nov 8, 2022 to Mar 30, 2023
Individual clients · 4,237 to 5,479
Nov 8, 2022 to Mar 30, 2023
Pension plan clients · 3.0 to unset
Nov 8, 2022 to Mar 30, 2023
Employees · 100 to 150
Nov 8, 2022 to Mar 30, 2023
Insurance-licensed employees · 0 to 1
Nov 8, 2022 to Mar 30, 2023
State-registered IARs · 60 to 75
Nov 8, 2022 to Mar 30, 2023
Discretionary RAUM · $3.5B to $3.6B
Nov 8, 2022 to Mar 30, 2023
HNW RAUM · $1.6B to $1.6B
Nov 8, 2022 to Mar 30, 2023
Individual RAUM · $1.5B to $1.6B
Nov 8, 2022 to Mar 30, 2023
Pension RAUM · $2.3M to $1.9M
Nov 8, 2022 to Mar 30, 2023
RAUM · $3.5B to $3.6B
Nov 8, 2022 to Mar 30, 2023
Wrap assets (manager) · $904,119 to $301,676
Nov 8, 2022 to Mar 30, 2023
Accounts · 8,030 to 10,692
Jan 3, 2022 to Mar 30, 2022
Advisory employees · 55 to 60
Jan 3, 2022 to Mar 30, 2022
BD registered reps · 2 to 4
Jan 3, 2022 to Mar 30, 2022
Charity clients · 7 to 8
Jan 3, 2022 to Mar 30, 2022
Corporate clients · 14 to 16
Jan 3, 2022 to Mar 30, 2022
HNW clients · 333 to 496
Jan 3, 2022 to Mar 30, 2022
Individual clients · 3,152 to 4,237
Jan 3, 2022 to Mar 30, 2022
Employees · 90 to 100
Jan 3, 2022 to Mar 30, 2022
Financial planning clients · More than 500 to 251-500
Jan 3, 2022 to Mar 30, 2022
State-registered IARs · 58 to 60
Jan 3, 2022 to Mar 30, 2022
Discretionary RAUM · $2.3B to $3.5B
Jan 3, 2022 to Mar 30, 2022
HNW RAUM · $1.0B to $1.6B
Jan 3, 2022 to Mar 30, 2022
Individual RAUM · $1.0B to $1.5B
Jan 3, 2022 to Mar 30, 2022

Signals

50 dated events

2 advisors left Edward Jones (Sioux Center, IA) for Kingsview Wealth Management, LLC on the same day
Oct 26, 2026 · Team lift-out · derived
John Belniak (President, Chief Financial Officer) joined Kingsview Wealth Management, LLC's Schedule A (2024-08-15 to 2026-07-29)
Jul 29, 2026 · Principal owner change · fact
Scott Martin (Chief Investment Officer) left Kingsview Wealth Management, LLC's Schedule A (2024-08-15 to 2026-07-29)
Jul 29, 2026 · Principal owner change · derived
Neil Peplinski (Chief Investment Officer) joined Kingsview Wealth Management, LLC's Schedule A (2024-08-15 to 2026-07-29)
Jul 29, 2026 · Principal owner change · fact
Misty House (Chief Operations Officer) left Kingsview Wealth Management, LLC's Schedule A (2024-08-15 to 2026-07-29)
Jul 29, 2026 · Principal owner change · derived

+45 more signals on the tape

Across DFX

shared identifiers only, never a name match

Kingsview Wealth Management LLC · Independent Sponsors
same SEC CIK · company

Web presence

addresses the firm lists on IAPD today, and the ones its Form ADV filings listed before

Website (3), LinkedIn company page (1), LinkedIn (2), Facebook (2), X (Twitter) (1), YouTube (1)

10 current web addresses

3 website, 1 linkedin company page, 2 linkedin, 2 facebook, 1 x (twitter), 1 youtube

3 earlier addresses on Form ADV filings, the earliest seen Feb 6, 2014

How to reach

public business contact points only, each with its source

9 verified contacts

4 business email, 1 firm profile, 1 website, 1 principal office phone, 1 contact form, 1 team page

Provenance

Sources, class rule and load dateForm ADV and IAPD, loaded Sep 14, 2026Show

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: $81.4Mderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026

Across the graphs

Kingsview Wealth Management, LLC is the same institution as 1 record in Independent Sponsors.

Independent Sponsors1

The joined record opens with the product, beside every other relationship on this page.

Checking your plan…