Investment adviser · CRD 305655
WESTVIEW INVESTMENT ADVISORS
Investment adviser filing (IA)
WESTVIEW MANAGEMENT LLC
BURLINGTON, VT, United States · Form ADV filed Feb 18, 2026
- Regulatory AUM
- $229M Form ADV · Item 5.F
- Client accounts
- 476 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 66 | $175,759,473 | 76.9% |
| Individuals | 99 | $32,028,291 | 14.0% |
| Government entities | Fewer than 5 | $17,520,454 | 7.7% |
| Charities | Fewer than 5 | $3,337,069 | 1.5% |
Filing source
Form ADV 2053034 · Feb 18, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 18, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
118 PINE ST.BURLINGTON, VT, 05401, United States
CRD 305655
Filing source
Form ADV 2053034 · Feb 18, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.