Wealth Manager
    SEC Registered
    Manages Private Funds

    Westview Investment Advisors

    Registered investment advisor · Burlington, Vermont · CRD #305655

    Assets Under Management
    $229M
    Client Accounts
    476
    Employees
    5
    CRD Number
    305655
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., National Financial Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Westview Investment Advisors

    Westview Investment Advisors is a SEC-registered investment advisory firm headquartered in Burlington, Vermont, managing approximately $229M in regulatory assets across 476 client accounts. The firm's full regulatory record is filed with the SEC under CRD #305655.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Westview Investment Advisors

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    Frequently Asked Questions

    What is Westview Investment Advisors's AUM?

    Westview Investment Advisors reports approximately $229M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Westview Investment Advisors headquartered?

    Westview Investment Advisors is headquartered in Burlington, Vermont.

    What is Westview Investment Advisors's CRD number?

    Westview Investment Advisors's CRD number is 305655. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Westview Investment Advisors manage?

    Westview Investment Advisors manages approximately 476 client accounts according to its latest SEC filing.

    Is Westview Investment Advisors SEC registered?

    Yes, Westview Investment Advisors is registered with the SEC as an investment adviser with an approved registration status.

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