Insights

Acquisition Opportunity Recent acquisition by EP Wealth Advisors signals consolidation in the Southwest and potential cross-sell of sustainable investing and fiduciary wealth services to EP Wealth clients and regions.

Sustainability Focus As a Certified B Corporation with a focus on sustainable investing, LongView appeals to ESG-conscious institutions and high-net-worth individuals seeking responsible wealth management and ethical portfolio construction.

Institutional Aperture Experience serving teacher retirement plans and institutional clients suggests scalable solutions for school districts, colleges, and other public/educational entities seeking fiduciary-driven investment programs.

Tech Enablement Leverages a modern tech stack (HubSpot, AWS, Drupal, analytics, scheduling, and heatmaps) that can be leveraged to streamline client onboarding, reporting, and personalized ESG communication with prospects.

Growth Readiness Revenue in the low-to-mid millions with lean headcount indicates potential for scalable partnerships, referral programs, and co-marketing with larger firms to extend reach and capabilities.

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LongView Asset Management LLC Tech Stack

LongView Asset Management LLC uses 8 technology products and services including Hotjar, HubSpot Analytics, Linkedin Insight Tag, and more. Explore LongView Asset Management LLC's tech stack below.

Hotjar
Analytics
HubSpot Analytics
Analytics
Linkedin Insight Tag
Analytics
Calendly
Appointment Scheduling
Amazon Web Services
Cloud Hosting
Drupal
Content Management System
HubSpot Content Hub
Content Management System
Google Workspace
Email

Media & News

EP Wealth Advisors, LLC acquires LongView Asset Management LLC..
EP Wealth Advisors continues Southwest expansion with acquisition of LongView Asset Management.
Feb 03, 2026 | finance.yahoo.com

LongView Asset Management LLC's Email Address Formats

LongView Asset Management LLC uses at least 1 email format:

LongView Asset Management LLC Email Formats	Example	Percentage
First@longviewasset.com	John@longviewasset.com	100%

Frequently Asked Questions

What is LongView Asset Management LLC's phone number?

You can contact LongView Asset Management LLC's main corporate office by phone at

+1-505-988-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is LongView Asset Management LLC's official website and social media links?

LongView Asset Management LLC's official website is longviewasset.com and has social profiles on LinkedIn.

How much revenue does LongView Asset Management LLC generate?

As of August 2026, LongView Asset Management LLC's annual revenue is estimated to be $1M - $10M.

What is LongView Asset Management LLC's NAICS code?

LongView Asset Management LLC's NAICS code is 52 - Finance and Insurance.

How many employees does LongView Asset Management LLC have currently?

As of August 2026, LongView Asset Management LLC has approximately 1 employees across 1 continents, including North America. Key team members include Co-Founder And President: T. V. and Executive Assistant: L. K. Explore LongView Asset Management LLC's employee directory with LeadIQ.

What industry does LongView Asset Management LLC belong to?

LongView Asset Management LLC operates in the Financial Services industry.

What technology does LongView Asset Management LLC use?

LongView Asset Management LLC's tech stack includes Hotjar, HubSpot Analytics, Linkedin Insight Tag, Calendly, Amazon Web Services, Drupal, HubSpot Content Hub and Google Workspace.

What is LongView Asset Management LLC's email format?

LongView Asset Management LLC's email format typically follows the pattern of First@longviewasset.com. Find more LongView Asset Management LLC email formats with LeadIQ.

When was LongView Asset Management LLC founded?

LongView Asset Management LLC was founded in 2002.

LongView Asset Management LLC

Q: What is LongView Asset Management LLC's phone number?

You can contact LongView Asset Management LLC's main corporate office by phone at +1-505-988-****.

Q: What is LongView Asset Management LLC's official website and social media links?

LongView Asset Management LLC's official website is longviewasset.com. LongView Asset Management LLC has social profiles on LinkedIn.

Q: How much revenue does LongView Asset Management LLC generate?

LongView Asset Management LLC's annual revenue is estimated to be $1M - $10M.

Q: How many employees does LongView Asset Management LLC have currently?

LongView Asset Management LLC has approximately 1 employees.

Q: What industry does LongView Asset Management LLC belong to?

LongView Asset Management LLC operates in the Financial Services industry.

Q: What technology does LongView Asset Management LLC use?

LongView Asset Management LLC's tech stack includes Google Fonts API, Hotjar, Adobe Fonts, HSTS, Sumo.

Q: When was LongView Asset Management LLC founded?

LongView Asset Management LLC was founded in 2002.

Q: What is LongView Asset Management LLC's NAICS code?

LongView Asset Management LLC's NAICS code is 52 (Finance and Insurance).

Financial ServicesNew Mexico, United States0-1 Employees

LongView Asset Management LLC is a financial services firm based in Santa Fe, New Mexico. It provides sustainable investing and wealth management services for individuals and institutions, along with retirement plan solutions for teachers at schools and colleges. The firm operates as an independent Registered Investment Advisor and fiduciary, prioritizing its clients' interests. It holds Certified B Corporation status, reflecting its commitment to social and environmental performance and transparency.

Established in 2002 in Santa Fe, the firm serves clients across the United States. In February 2026, EP Wealth Advisors, LLC acquired LongView Asset Management LLC, expanding EP Wealth's presence in the Southwest.