{
  "crd_number": 305655,
  "slug": "westview-investment-advisors-burlington-vt-305655",
  "primary_business_name": "WESTVIEW INVESTMENT ADVISORS",
  "legal_name": "WESTVIEW MANAGEMENT LLC",
  "dbas": [],
  "city": "Burlington",
  "state": "VT",
  "country": "United States",
  "cbsa_code": "15540",
  "metro": {
    "cbsa_code": "15540",
    "common_name": "Burlington",
    "msa_name": "Burlington-South Burlington, VT",
    "path": "/advisors/vt/burlington"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-10-25",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-02-18",
  "carried_forward": false,
  "raum_total": 228645287.0,
  "raum_discretionary": 228645287.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 3337069.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 32028291.0,
      "count": 99
    },
    "state_municipal": {
      "raum": 17520454.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 175759473.0,
      "count": 66
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MA",
    "NH",
    "NJ",
    "NY",
    "TX",
    "VT"
  ],
  "websites": [
    "https://instagram.com/WESTVIEWINVEST",
    "https://linkedin.com/company/westview-investment-advisors",
    "https://westviewinvest.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/305655",
  "city_as_filed": "BURLINGTON",
  "url": "https://advisorcensus.com/firm/westview-investment-advisors-burlington-vt-305655",
  "display_name": "Westview Investment Advisors",
  "summary": "Westview Investment Advisors is an SEC-registered investment advisory firm in Burlington, VT, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 18, 2026.",
  "citation": "AdvisorCensus. Westview Investment Advisors (CRD 305655): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Westview Investment Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Westview Investment Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other."
    },
    {
      "q": "How much does Westview Investment Advisors charge?",
      "a": "Its Form ADV Part 2A brochure dated February 18, 2026 states: Hourly rate: $300 an hour (financial planning and consulting services); Flat fee: $3,000 (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Westview Investment Advisors located?",
      "a": "Westview Investment Advisors' principal office is in Burlington, VT, according to its Form ADV."
    },
    {
      "q": "Is Westview Investment Advisors registered with the SEC or a state?",
      "a": "Westview Investment Advisors is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 305655."
    },
    {
      "q": "How much does Westview Investment Advisors manage?",
      "a": "Westview Investment Advisors reports $228,645,287 in regulatory assets under management in its Form ADV filing dated February 18, 2026 (100% discretionary)."
    },
    {
      "q": "How have Westview Investment Advisors' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Westview Investment Advisors: Regulatory assets under management: $159,317,888 in the October 2021 data and $228,645,287 in the October 2026 data, up 44%. Total employees: 4 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Westview Investment Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (99); high net worth individuals (66)."
    },
    {
      "q": "Which custodians does Westview Investment Advisors use?",
      "a": "Westview Investment Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Westview Investment Advisors report any disciplinary disclosures?",
      "a": "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/305655"
    },
    {
      "q": "What changed in Westview Investment Advisors' recent Form ADV filings?",
      "a": "In the March 2026 filing data: Employees performing advisory functions went from 3 to 4. Regulatory assets under management went from $196,770,348 to $228,645,287 (+16%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 159317888.0,
      "total_employees": 4,
      "filing_date": "2021-03-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 180748262.0,
      "total_employees": 4,
      "filing_date": "2022-09-23"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 157366765.0,
      "total_employees": 4,
      "filing_date": "2023-02-01"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 180462924.0,
      "total_employees": 5,
      "filing_date": "2024-01-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 196770348.0,
      "total_employees": 4,
      "filing_date": "2025-07-17"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 228645287.0,
      "total_employees": 5,
      "filing_date": "2026-02-18"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Employees performing advisory functions went from 3 to 4.",
        "Regulatory assets under management went from $196,770,348 to $228,645,287 (+16%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 18, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $300 an hour (financial planning and consulting services)",
      "Flat fee: $3,000 (financial planning and consulting services)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $300 an hour (financial planning and consulting services)"
        ],
        "quotes": [
          "Registrant’s planning and consulting fees are negotiable but are generally assessed on an hourly rate basis of $300 per hour or on a fixed fee basis for $ 3,000, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s)."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $3,000 (financial planning and consulting services)"
        ],
        "quotes": [
          "Registrant’s planning and consulting fees are negotiable but are generally assessed on an hourly rate basis of $300 per hour or on a fixed fee basis for $ 3,000, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s)."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 300.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial planning and consulting services"
        },
        {
          "kind": "flat",
          "amount": 3000.0,
          "min": null,
          "max": null,
          "period": "one_time",
          "service": "financial planning and consulting services"
        }
      ]
    },
    "quotes": [
      "Registrant’s planning and consulting fees are negotiable but are generally assessed on an hourly rate basis of $300 per hour or on a fixed fee basis for $ 3,000, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).",
      "Registrant’s planning and consulting fees are negotiable but are generally assessed on an hourly rate basis of $300 per hour or on a fixed fee basis for $ 3,000, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s)."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/westview-investment-advisors-burlington-vt-305655.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 99,
      "fewer_than_5": false,
      "raum": 32028291.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 66,
      "fewer_than_5": false,
      "raum": 175759473.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 3337069.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 17520454.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/305655",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}