SEC Form ADV · CIK 2073768

WESTVIEW INVESTMENT ADVISORS

Firm profile: Westview Investment Advisors — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserVT

$228.6M

Assets Under Management

476

Total Clients

Employees

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Registration Details

CIK: 2073768
Accession: CRD-305655
Location: BURLINGTON, VT
Filing Date: February 18, 2026
AUM: $228.6M
Total Clients: 476
Employees: 5
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsCharitable OrganizationsGovernment Entities

About this Adviser

WESTVIEW INVESTMENT ADVISORS is a registered investment adviser headquartered in BURLINGTON, VT, managing approximately $228.6M in assets across 476 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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