Longview Wealth Management

Investment Advisor
in Atlanta, GA
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About this Advisor

Kris Dwyer is a certified financial planner who works in Atlanta, Georgia. Currently an investment advisor at Longview Wealth Management, Dwyer has 13 years of work experience. Dwyer holds a Series 63 license, designating them as a securities representative. Dwyer is registered to act as an advisor in Georgia. Over the course of their career, Dwyer has held roles at Cambridge Investment Research, Inc and Longview Wealth Management. Longview Wealth Management is based out of Atlanta, Georgia, and has five additional locations in the nation. As a company, Longview Wealth Management manages $580 million in assets throughout 1,796 client accounts and retains 31 staff members. The level of assets currently under the firm's management places it among the bigger investment advisory firms in the nation. The firm manages 1,626 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 12% of the firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. Longview Wealth Management can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees



Office Location

1100 Johnson Ferry Rd Ne Ste 320
Atlanta, GA 30342

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Longview Wealth Management Brokerage Details

Total Assets Under Management


GA Average: $3,570,121,308
Total Number of Employees


GA Average: 58
Total Number of Accounts


GA Average: 1,608
Average Account Size


GA Average: $2,220,225

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Kris Dwyer Work History

Kris has 13 years of experience.

2007 - Present (12 years)

Cambridge Investment Research, Inc

2005 - Present (14 years)

Longview Wealth Management


Kris Dwyer has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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