Longview Wealth Management

Finance · Georgia, United States · 11-50 Employees

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Overview

Headquarters

5605 Glenridge Dr Ste 300, Atlanta, Geor...

Phone Number

(404) 843-3100

Revenue

$5.4 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
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ZI Rank
2
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About Longview Wealth Management

LongView Wealth Management specializes in personalized wealth management services aimed at individuals and families, helping them create long-term financial plans that align with their unique goals. The company emphasizes a collaborative approach to financial stability and wealth building, acting as fiduciaries to ensure they always prioritize their clients' best interests. With offices in Atlanta, Madison, and Columbus, they offer a comprehensive range of services including retirement, investment, estate planning, insurance, and tax strategies. Their mission is to guide clients through their financial journeys with a steady, long-term focus.Explore more
Longview Wealth Management's Social MediaPopular SearchesLongview Wealth Management LLCLongView Wealth ManagementLongView Wealth Management IncLong Hall Investments LLCLongview Wealth Management - IncSIC Code 62,628NAICS Code 52,523Show more

Longview Wealth Management Org Chart

PhoneEmail
KK
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Chief Compliance Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Longview Wealth Managemen...

$5.4M
11-50
Private
<$5M
1978
KK
Kimberly KellyChief Compliance Officer
<$5M
11-50
Private
-
2014
MH
Meredith HazenFinancial Advisor
<$5M
1-10
Private
-
2019
CW
Crystal WintersFinancial Planning Assistant
<$5M
11-50
Private
-
2006
SM
Shariq MoosaVice President, Digital Analytics
<$5M
1-10
Private
-
2005
BS
Bryce StreetBranch Office Manager
<$5M
1-10
Private
-
1993
ES
Ellen SperfslageTo M Assistant (Kent)
<$5M
1-10
Private
-
-
TR
Teresa RobertsManager, Client Relations
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Longview Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Longview Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Longview Wealth Management.

Longview Wealth Management financials insights

Gather financial insights about Longview Wealth Management, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$350K

See All Longview Wealth Management's Financials Insights

Longview Wealth Management Tech Stack

A closer look at the technologies used by Longview Wealth Management

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Frequently Asked Questions Regarding Longview Wealth Management

What is Longview Wealth Management's official website?
Longview Wealth Management's official website is www.longviewwealthmanagement.com
What is Longview Wealth Management's Revenue?
Longview Wealth Management's revenue is $5.4 Million
What is Longview Wealth Management's SIC code?
Longview Wealth Management's SIC: 62,628
What is Longview Wealth Management's NAICS code?
Longview Wealth Management's NAICS: 52,523
How many employees does Longview Wealth Management have?
Longview Wealth Management has 11-50 employees
What industry does Longview Wealth Management belong to?
Longview Wealth Management is in the industry of: Finance, Securities Trading
What is Longview Wealth Management competition?
Longview Wealth Management top competitors include: Phase 3 Advisory Services, Sunrise Wealth Partners, Lawrence Wealth Management, Chestnut Street Advisors
What technology does Longview Wealth Management use?
Some of the popular technologies that Longview Wealth Management uses are: Cloudflare Website Optimization, Microsoft Azure, Google Tag Manager, GoDaddy DNS
How do I contact Longview Wealth Management?
Longview Wealth Management contact info: Phone number: (404) 843-3100 Website: www.longviewwealthmanagement.com
What does Longview Wealth Management do?

LongView Wealth Management specializes in personalized wealth management services aimed at individuals and families, helping them create long-term financial plans that align with their unique goals. The company emphasizes a collaborative approach to financial stability and wealth building, acting as fiduciaries to ensure they always prioritize thei... r clients' best interests. With offices in Atlanta, Madison, and Columbus, they offer a comprehensive range of services including retirement, investment, estate planning, insurance, and tax strategies. Their mission is to guide clients through their financial journeys with a steady, long-term focus.Read More

What are Longview Wealth Management social media links?
Longview Wealth Management Linkedin page Longview Wealth Management Twitter page Longview Wealth Management Facebook page
Is Longview Wealth Management a public company?
Longview Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Longview Wealth Management

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