WEALTHVIEW CAPITAL, LLC

4500 I-55 North, Suite 263
Jackson, Mississippi 39211
Tel: 601-981-4040

About WEALTHVIEW CAPITAL, LLC

WEALTHVIEW CAPITAL, LLC, formally registered with the SEC as WEALTHVIEW CAPITAL, LLC. The firm was established in 04/02/2014. They have over 2 offices throughout the country.

WEALTHVIEW CAPITAL, LLC is a Jackson, Mississippi based Financial Planning firm with nearly $270,476,112 assets under management, offering retirement planning & investment advisory services to 536 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	149476
SEC#	801-79342
Assets Managed by Firm	$270,476,112
No. of Clients	536
No. of Advisors	6

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	536	$270,476,112
Individuals (other than high net worth individuals)	119	$30,437,455
High net worth individuals	73	$237,877,706
Pension and profit sharing plans	3	$2,160,951

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