Longview Wealth Management

Firm record

As recorded in SEC IAPD

Firm CRD

136214

SEC number

801-64708

Firm type

RIA

Assets under management

$1.2B as of May 19, 2026

Website

www.linkedin.com/company/longview-wealth-management/mycompany ↗

Phone

404-843-3100

Address

5605 Glenridge Drive, Atlanta, GA, 30342

Advisors at this firm

12 in our index · page 1 of 1

• Sarah Elizabeth ClaytonCRD 7078554 · Columbus, GA
  IA RegisteredBroker
• Kris Calvert DwyerCRD 1054719 · Atlanta, GA
  IA RegisteredRegistration inactive
• Chad Alan DurdenCRD 7631894 · Atlanta, GA
  IA RegisteredBroker
• Jessica H EngebretsenCRD 5900662 · Atlanta, GA
  IA RegisteredRegistration inactive
• Larry Quinton FisherCRD 1211074 · Atlanta, GA
  IA RegisteredBroker
  Disclosure event(s) on record
• Laurie W FortsonCRD 6875954 · Atlanta, GA
  IA RegisteredBroker
• Joel Daniel GreenwayCRD 7156822 · Madison, GA
  IA RegisteredBroker
• John Henry HayesCRD 5138331 · Atlanta, GA
  IA RegisteredBroker
• Ralph Joseph LancasterCRD 4413240 · Madison, GA
  IA RegisteredBroker
• Sara Ann McintoshCRD 5803325 · Atlanta, GA
  IA RegisteredBroker
• Michael Britt MckayCRD 4689273 · Columbus, GA
  IA RegisteredRegistration inactive
• Jennifer Hanes StewartCRD 4671629 · Atlanta, GA
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.