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Longview Wealth Management, LLC

Headquartered in ORONO, MN

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Firm Information

Longview Wealth Management, LLC is a registered investment advisor based in [City, State] with $124,475,427 in regulatory assets under management. The firm offers financial planning, pension consulting, educational seminars, and portfolio management services to high net worth individuals, corporations, and individuals. Longview Wealth Management, LLC has 1 licensed agent and 1 investment adviser representative.

Longview Wealth Management, LLC

$124.48M

Assets Under Management

50

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

LONGVIEW WEALTH MANAGEMENT, LLC has a total of 2 branch locations across the country.
location

Orono, MN

location

MINNETONKA, MN

Advisors at Longview Wealth Management, LLC

View All 1 Advisors
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Keith Norman Tufte

CFA®, RA

Orono, MN

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Disclosures

There are no public disclosures for Longview Wealth Management, LLC.

Frequently Asked Questions (8)

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