Kingsview Wealth Management, LLC

$8.96BAssets under management
as of Jul 2026 · SEC Form ADV
Grants Pass, OR
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Tech stack

No one at Kingsview Wealth Management, LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Kingsview Wealth Management, LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Raymond James
Per Form ADV · $3.0B held · filed Aug 2024
Schwab
Per Form ADV · $1.7B held · filed Aug 2024
Portfolio Management