Longview Wealth Management

Investment Advisor
in Atlanta, GA
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About this Advisor

Wesley Bigler is a certified financial planner located in Atlanta, Georgia. Currently an advisor with Longview Wealth Management, Bigler has 13 years of professional experience. Bigler maintains a Series 63 license, certifying them as a securities representative. Bigler can work with customers in Georgia and Texas. Over the course of their career, Bigler has held roles at Cambridge Investment Research, Inc, Longview Wealth Management and Continuity Partners Group, LLC. Longview Wealth Management is based out of Atlanta, Georgia, and operates out of five other offices in the country. As a company, Longview Wealth Management oversees $580 million in assets throughout 1,796 client accounts and retains 31 staff members. The firm's total assets under management places it among the bigger firms in the nation. The firm manages 1,626 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 12% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in assets. Longview Wealth Management provides 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

Wesley Bigler Work History

Wesley has 13 years of experience.

2010 - Present (9 years)

Continuity Partners Group, LLC

2007 - Present (12 years)

Cambridge Investment Research, Inc

2005 - Present (14 years)

Longview Wealth Management


Wesley Bigler has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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