LongView Asset
About LongView Asset
LongView Asset is a Financial Services company, and was acquired by EP Wealth Advisors in February 2026. It provides financial planning and ESG-focused investment services for individuals and institutions. It operates on a B2B and B2C model. LongView Asset offers products and services including Investment Advisory and Financial Planning. Its focus areas include FinTech, Investment Tech, Wealth Management and Fiduciary Services. Its legal entity is LongView Asset Management LLC.
Company details
LongView Asset Management is a Registered Investment Advisor based in Santa Fe, New Mexico, specializing in sustainable investing. They offer fee-only fiduciary services that incorporate environmental, social, and governance (ESG) metrics to align clients portfolios with their values. Serving individuals and institutions, they use ETFs and mutual funds for responsible investing, emphasizing climate change and social justice. As a Certified B Corporation, they prioritize the planets health and future generations in their decision-making.
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Website longviewasset.com
- Social LinkedIn
- Acquired by EP Wealth Advisors (Feb 2026)
- Legal Name Longview Asset Management Llc
- Investors
- Acquired byEP Wealth Advisors
(Feb 2026)
Products & Services of LongView Asset
LongView Asset offers a comprehensive portfolio of products and services, including Investment Advisory and Financial Planning.
Advisory for sustainable investing using ESG metrics
Planning services aligning investments with client values
Investors in LongView Asset
LongView Asset has secured backing from 1 investor. Prominent investors backing the company include EP Wealth Advisors.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Wealth management and financial advisory services are provided to clients. | 2007 | epwealth.com | Lafayette, United States |
Investor details for LongView Asset
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Frequently Asked Questions about LongView Asset
LongView Asset Management is a Registered Investment Advisor based in Santa Fe, New Mexico, specializing in sustainable investing. They offer fee-only fiduciary services that incorporate environmental, social, and governance (ESG) metrics to align clients portfolios with their values. Serving individuals and institutions, they use ETFs and mutual funds for responsible investing, emphasizing climate change and social justice. As a Certified B Corporation, they prioritize the planets health and future generations in their decision-making.
LongView Asset offers Investment Advisory and Financial Planning.
LongView Asset has 1 investor. Key investors include EP Wealth Advisors.
LongView Asset operates through Longview Asset Management Llc.
Yes. LongView Asset was acquired by EP Wealth Advisors in February 2026.