WESTVIEW INVESTMENT ADVISORS

RIASEC RegisteredEst. 2019

Total AUM

$229M

Discretionary

$229M

100% of AUM

Avg account

$480K

Accounts

476

Employees

Advisory reps

Firm details

Headquarters: BURLINGTON, Vermont
CRD number: 305655
Registered since: October 25, 2019
Website: www.westviewinvest.com
Custodians: NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI76.87%
Individuals14.01%
State / Municipal Government7.66%
Charitable Organizations1.46%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Westview Investment Advisors is an independent, owner-operated registered investment adviser that began SEC registration in 2019 and serves primarily individual and family clients. Its advisory menu covers financial planning and discretionary portfolio management for individuals, small businesses and institutional/business clients, along with pension consulting services. Compensation structures are mixed — percentage of AUM plus the ability to charge hourly and fixed fees — and the firm does not describe itself as an active ESG investor or a capital allocator. The firm is structured as a limited liability company and reports a single-owner profile. It operates as a boutique RIA rather than a multi-state or related-adviser network, which suggests a focused client base and centralized decision-making.