BURLINGTON, VTCRD 305655Latest ADV February 18, 2026
Westview Investment Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Burlington, VT. Its latest Form ADV filing, dated February 18, 2026, reports $229M in regulatory assets under management, 5 employees, and 476 accounts.
Top client segmentIndividuals represent 60.0% of total clients.
Top client categories% of clientsClients
1
Individuals
60.0%
99
2
HNWI
40.0%
66
Categories with <5 clients
Charitable Organizations<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$229Mas of February 18, 2026
Discretionary100.0%
$229M
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$229M
Total Accounts476
10Y AUM Change+$229M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee33:1
10Y Employee Change+1 (+25.0%)
* 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.