Wealthview Capital, LLC
Wealthview Capital, LLC is an SEC-registered wealth manager in Jackson, MS with $319.5M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Wealthview Capital, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 149476, SEC 801-79342, data through 2026-06-09.
- AUM (assets under management / regulatory AUM)
- $319.5M (2026-06-09)
- Firm type
- Wealth Manager
- Location
- Jackson, MS
- Employees
- 9
- Clients
- 193
- CRD
- 149476
- Ownership
- TAYLOR, SAMUEL, JAMES; TAYLOR, LAURA, MELANIE; HARROP, KARL, WILLIAM; Tuskey, Lawrence, Michael
How much AUM does Wealthview Capital, LLC have?
Wealthview Capital, LLC reported $319.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-09).
Who owns Wealthview Capital, LLC?
Disclosed owners and executives of Wealthview Capital, LLC include TAYLOR, SAMUEL, JAMES, TAYLOR, LAURA, MELANIE, HARROP, KARL, WILLIAM, Tuskey, Lawrence, Michael. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.