# Healthview Asset Management, Inc.

> Healthview Asset Management, Inc. is an SEC-registered investment advisory firm in Pittsburgh, PA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 21, 2026.

- CRD: 141884
- Filed as: HEALTHVIEW ASSET MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Pittsburgh, PA
- Filing period: October 2026
- Form ADV filing dated: September 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/141884
- AdvisorCensus page: https://advisorcensus.com/firm/healthview-asset-management-inc-pittsburgh-pa-141884

## Quick answers

**How is Healthview Asset Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Healthview Asset Management, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Healthview Asset Management, Inc. located?**
Healthview Asset Management, Inc.'s principal office is in Pittsburgh, PA, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Healthview Asset Management, Inc. registered with the SEC or a state?**
Healthview Asset Management, Inc. is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 141884.

**How much does Healthview Asset Management, Inc. manage?**
Healthview Asset Management, Inc. reports $104,401,000 in regulatory assets under management in its Form ADV filing dated September 21, 2026 (100% discretionary).

**How have Healthview Asset Management, Inc.'s assets and staff changed since 2025?**
In the Form ADV data for Healthview Asset Management, Inc.: Regulatory assets under management: $99,812,000 in the October 2025 data and $104,401,000 in the October 2026 data, up 5%. Total employees: 4 in October 2025 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Healthview Asset Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (141); high net worth individuals (39).

**Does Healthview Asset Management, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/141884

**What changed in Healthview Asset Management, Inc.'s recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 3 to 2.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $104,401,000
- Discretionary: $104,401,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 141 | $17,010,000 |
| High net worth individuals | 39 | $87,391,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (1 year)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, MI, NY, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Middleton, MA

### Websites listed on Form ADV (Item 1.I)
- healthviewria.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $99,812,000 | 4 | July 16, 2025 |
| October 2026 | $104,401,000 | 3 | September 21, 2026 |

Regulatory assets under management: $99,812,000 in the October 2025 data and $104,401,000 in the October 2026 data, up 5%.
Total employees: 4 in October 2025 and 3 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 3 to 2.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Healthview Asset Management, Inc. (CRD 141884): Form ADV filing data as of October 2026.