Healthview Asset Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Pittsburgh, PA. Its latest Form ADV filing, dated March 25, 2026, reports $104M in regulatory assets under management, 4 employees, 1 office, and 182 accounts.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 78.3% of total clients.
Top client categories% of clientsClients
1
Individuals
78.3%
141
2
HNWI
21.7%
39
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$104Mas of March 25, 2026
Discretionary100.0%
$104M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$104M
Total Accounts182
10Y AUM Change+$4M (+4.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee45:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.