Westview Investment Advisors
Westview Investment Advisors is an SEC-registered wealth manager in Burlington, VT with $228.6M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Westview Investment Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 305655, SEC 801-117557, data through 2026-02-18.
- AUM (assets under management / regulatory AUM)
- $228.6M (2026-02-18)
- Firm type
- Wealth Manager
- Location
- Burlington, VT
- Employees
- 5
- Clients
- 165
- CRD
- 305655
- Ownership
- NOSTRAND, BENJAMIN, EDWARD; HALLMAN, ERIC, ANTHONY; GIBBS, LOUISE, DOROTHY
How much AUM does Westview Investment Advisors have?
Westview Investment Advisors reported $228.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-18).
Who owns Westview Investment Advisors?
Disclosed owners and executives of Westview Investment Advisors include NOSTRAND, BENJAMIN, EDWARD, HALLMAN, ERIC, ANTHONY, GIBBS, LOUISE, DOROTHY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.