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WESTVIEW INVESTMENT ADVISORS
WESTVIEW MANAGEMENT LLC
CRD 305655 · SEC 801-117557
118 PINE ST., BURLINGTON, VT, 05401, United States
Phone
802-489-5342
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$228.6M
Discretionary AUM
$228.6M
Team
5 total employees; 4 advisory reps; 4 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees; RETIREMENT PLAN ASSETS UNDER ADVISEMENT
Org form
Limited Liability Company
Filing date
2026-02-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 99 | $32.0M |
| High net worth individuals | 66 | $175.8M |
States served
VT, MA, NJ, NY, TX, NH
All web addresses on file
Official SEC filing: View on IAPD