← Directory
HEALTHVIEW ASSET MANAGEMENT, INC.
CRD 141884File 801-131629
APPROVED
Retail clients
Filing as of Mar 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$104.4M
Bottom 25% of cohort (national)
Discretionary AUM
$104.4M
Clients
180
182 accounts
Employees
4
Bottom 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Dec 16, 2024
- Principal office
- 219 N MAIN STREET, PITTSBURGH, PA, 15215
- Phone
- 412-782-5400
- Website
- HTTP://WWW.HEALTHVIEWRIA.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $104.4M
- Discretionary AUM
- $104.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 182
- Non-discretionary accounts
- 0
- Total accounts
- 182
- AUM per client
- $580K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 39 | $87.4M |
| Individuals (other than high net worth individuals) | 141 | $17.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.