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Chief Compliance Officer, KWM · Kingsview Wealth Management, LLC

Matthew J. Stolen

CRD 4953375 · Named on Form ADV at one SEC-registered adviser

At a glance

Kingsview Wealth Management, LLC, an SEC-registered wealth manager based in Grants Pass, OR with $9.0 billion in regulatory assets, lists Matthew J. Stolen on its Form ADV as Chief Compliance Officer, KWM, a control person.

Firms and roles

AtlasMembers

Matthew’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Sean P. McGillivrayChief Executive Officer, Kingsview Wealth Management, LLC
  • Kevin W SwansonKingsview Investment Management - Compliance Director, Kingsview Wealth Management, LLC
  • Neil R. PeplinskiChief Investment Officer, Kingsview Wealth Management, LLC
  • John M. BelniakPresident, Chief Financial Officer, Kingsview Wealth Management, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Matthew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.