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Nevile Makau

Investment adviser representative at Kingsview Wealth Management, LLC
12 yearsExperience
2 statesRegistered in
$9BFirm assets
12 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

12 years in the industry.

  1. Kingsview Wealth Management, LLCApr 2026 to now
  2. Kingsview Partners, LLCApr 2026 to now
  3. Edward JonesJun 2025 to Apr 2026
  4. Edward JonesJul 2023 to May 2025
  5. A&n Heating and CoolingJan 2023 to May 2023
  6. T-mobileSep 2022 to Dec 2022
  7. A&n Heating and CoolingMay 2020 to Jul 2020
  8. Mama Agnes Special KidsSep 2019 to Jun 2022
  9. StudentJan 2014 to May 2021

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 2 states (TN, TX).

Kingsview Wealth Management, LLC

$9BAssets managed
12,309Clients
115Advisers
12 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7775889
Firm CRD
148107
Advisor's SEC record (opens in a new tab)
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