WESTVIEW INVESTMENT ADVISORS, LLC
CRD #116001 SEC #801-78991 BURLINGTON, VT 802-489-5342
SEC Registered
Total AUM
$174.5M
Discretionary
$165.8M
Employees
8
Clients
11
Accounts
485
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2019 | $174.5M | $165.8M | $8.7M | 8 | 15 |
| Oct 2019 | $174.5M | $165.8M | $8.7M | 8 | 15 |
| Aug 2019 | $174.5M | $165.8M | $8.7M | 8 | 15 |
| Mar 2019 | $174.5M | $165.8M | $8.7M | 8 | 15 |
| Jan 2019 | $202.3M | $198.9M | $3.3M | 8 | 15 |
| Jun 2018 | $202.3M | $198.9M | $3.3M | 8 | 15 |
| Feb 2018 | $202.3M | $198.9M | $3.3M | 8 | 15 |
| Nov 2017 | $178M | $171.9M | $6.2M | 5 | 0 |
| Nov 2017 | $178M | $171.9M | $6.2M | 5 | 0 |
| Aug 2017 | $178M | $171.9M | $6.2M | 5 | 200 |
| Jul 2017 | $178M | $171.9M | $6.2M | 5 | 200 |
| Jan 2017 | $167.7M | $162M | $5.7M | 5 | 200 |
| Aug 2016 | $147.9M | $142.8M | $5.1M | 4 | 200 |
| Jan 2016 | $147.9M | $142.8M | $5.1M | 4 | 200 |
| Dec 2015 | $130.4M | $124.9M | $5.5M | 4 | 100 |
| Jul 2015 | $130.4M | $124.9M | $5.5M | 4 | 100 |
| Feb 2015 | $130.4M | $124.9M | $5.5M | 4 | 100 |
| Mar 2014 | $115.5M | $110M | $5.4M | 4 | 100 |
| Mar 2014 | $115.5M | $110M | $5.4M | 4 | 100 |
| Feb 2014 | $115.5M | $110M | $5.4M | 4 | 100 |
| Dec 2013 | $112M | $107.9M | $4.2M | 4 | 100 |
| Jun 2012 | $58.3M | $56.9M | $1.4M | 1 | 26 |
| Jan 2012 | $58.3M | $56.9M | $1.4M | 1 | 26 |
| Apr 2011 | $52.5M | $51M | $1.5M | 5 | -- |
| Apr 2011 | $52.5M | $51M | $1.5M | 5 | -- |
| Feb 2011 | $52.5M | $51M | $1.5M | 5 | -- |
| Jan 2011 | $52.5M | $51M | $1.5M | 5 | -- |
| Jun 2010 | $46.6M | $45.1M | $1.5M | 5 | -- |
| Jan 2010 | $46.6M | $45.1M | $1.5M | 5 | -- |
DateDec 2019
Total AUM$174.5M
Discretionary$165.8M
Non-Disc.$8.7M
Employees8
Clients15
DateOct 2019
Total AUM$174.5M
Discretionary$165.8M
Non-Disc.$8.7M
Employees8
Clients15
DateAug 2019
Total AUM$174.5M
Discretionary$165.8M
Non-Disc.$8.7M
Employees8
Clients15
DateMar 2019
Total AUM$174.5M
Discretionary$165.8M
Non-Disc.$8.7M
Employees8
Clients15
DateJan 2019
Total AUM$202.3M
Discretionary$198.9M
Non-Disc.$3.3M
Employees8
Clients15
DateJun 2018
Total AUM$202.3M
Discretionary$198.9M
Non-Disc.$3.3M
Employees8
Clients15
DateFeb 2018
Total AUM$202.3M
Discretionary$198.9M
Non-Disc.$3.3M
Employees8
Clients15
DateNov 2017
Total AUM$178M
Discretionary$171.9M
Non-Disc.$6.2M
Employees5
Clients0
DateNov 2017
Total AUM$178M
Discretionary$171.9M
Non-Disc.$6.2M
Employees5
Clients0
DateAug 2017
Total AUM$178M
Discretionary$171.9M
Non-Disc.$6.2M
Employees5
Clients200
DateJul 2017
Total AUM$178M
Discretionary$171.9M
Non-Disc.$6.2M
Employees5
Clients200
DateJan 2017
Total AUM$167.7M
Discretionary$162M
Non-Disc.$5.7M
Employees5
Clients200
DateAug 2016
Total AUM$147.9M
Discretionary$142.8M
Non-Disc.$5.1M
Employees4
Clients200
DateJan 2016
Total AUM$147.9M
Discretionary$142.8M
Non-Disc.$5.1M
Employees4
Clients200
DateDec 2015
Total AUM$130.4M
Discretionary$124.9M
Non-Disc.$5.5M
Employees4
Clients100
DateJul 2015
Total AUM$130.4M
Discretionary$124.9M
Non-Disc.$5.5M
Employees4
Clients100
DateFeb 2015
Total AUM$130.4M
Discretionary$124.9M
Non-Disc.$5.5M
Employees4
Clients100
DateMar 2014
Total AUM$115.5M
Discretionary$110M
Non-Disc.$5.4M
Employees4
Clients100
DateMar 2014
Total AUM$115.5M
Discretionary$110M
Non-Disc.$5.4M
Employees4
Clients100
DateFeb 2014
Total AUM$115.5M
Discretionary$110M
Non-Disc.$5.4M
Employees4
Clients100
DateDec 2013
Total AUM$112M
Discretionary$107.9M
Non-Disc.$4.2M
Employees4
Clients100
DateJun 2012
Total AUM$58.3M
Discretionary$56.9M
Non-Disc.$1.4M
Employees1
Clients26
DateJan 2012
Total AUM$58.3M
Discretionary$56.9M
Non-Disc.$1.4M
Employees1
Clients26
DateApr 2011
Total AUM$52.5M
Discretionary$51M
Non-Disc.$1.5M
Employees5
Clients--
DateApr 2011
Total AUM$52.5M
Discretionary$51M
Non-Disc.$1.5M
Employees5
Clients--
DateFeb 2011
Total AUM$52.5M
Discretionary$51M
Non-Disc.$1.5M
Employees5
Clients--
DateJan 2011
Total AUM$52.5M
Discretionary$51M
Non-Disc.$1.5M
Employees5
Clients--
DateJun 2010
Total AUM$46.6M
Discretionary$45.1M
Non-Disc.$1.5M
Employees5
Clients--
DateJan 2010
Total AUM$46.6M
Discretionary$45.1M
Non-Disc.$1.5M
Employees5
Clients--