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WESTVIEW INVESTMENT ADVISORS
Legal name: WESTVIEW MANAGEMENT LLC
CRD 305655File 801-117557
APPROVED
Retail clients
Custody
Filing as of Feb 18, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$228.6M
Below cohort median (national)
Discretionary AUM
$228.6M
Clients
165
476 accounts
Employees
5
Below cohort median in VT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Oct 25, 2019
- Principal office
- 118 PINE ST., BURLINGTON, VT, 05401
- Phone
- 802-489-5342
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $228.6M
- Discretionary AUM
- $228.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 476
- Non-discretionary accounts
- 0
- Total accounts
- 476
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $3.3M |
| High net worth individuals | 66 | $175.8M |
| State or municipal government entities | Fewer than 5 | $17.5M |
| Individuals (other than high net worth individuals) | 99 | $32.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — RETIREMENT PLAN ASSETS UNDER ADVISEMENT
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- 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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 4 | 5 | increased by1 |
| Mar 1, 2026 | Custody | No | Yes | |
| Mar 1, 2026 | Clients | 152 | 165 | increased by13 |
| Mar 1, 2026 | AUM | $196,770,348 | $228,645,287 | increased by$31,874,939 |
| Mar 1, 2026 | Accounts | 471 | 476 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 140 | 152 | increased by12 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $180,748,262 | $196,770,348 | increased by$16,022,086 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 437 | 471 | increased by34 |
| Mar 1, 2022 | Clients | 144 | 140 | decreased by4 |
| Mar 1, 2022 | AUM | $159,317,888 | $180,748,262 | increased by$21,430,374 |
| Mar 1, 2022 | Accounts | 408 | 437 | increased by29 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WESTVIEW INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WESTVIEW INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
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.