WESTVIEW MANAGEMENT LLC
Legal name: WESTVIEW INVESTMENT ADVISORS
CRD #305655 SEC #801-117557 BURLINGTON, VT 802-489-5342
SEC Registered
Total AUM
$196.8M
Discretionary
$194.9M
Employees
4
Clients
51
Accounts
471
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $196.8M | $194.9M | $1.9M | 4 | 3 |
| Mar 2025 | $196.8M | $194.9M | $1.9M | 4 | 3 |
| Jan 2024 | $180.5M | $178.8M | $1.6M | 5 | 0 |
| Feb 2023 | $157.4M | $155.8M | $1.6M | 4 | 10 |
| Sep 2022 | $180.7M | $175.3M | $5.5M | 4 | 3 |
| Feb 2022 | $180.7M | $175.3M | $5.5M | 4 | 3 |
| Feb 2022 | $180.7M | $175.3M | $5.5M | 4 | 3 |
| Mar 2021 | $159.3M | $155.4M | $3.9M | 4 | 0 |
| Jan 2021 | $130.5M | $130M | $466.2K | 4 | 0 |
| Sep 2020 | $130.5M | $130M | $466.2K | 4 | 0 |
| Jun 2020 | $130.5M | $130M | $466.2K | 4 | 0 |
| Jun 2020 | $130.5M | $130M | $466.2K | 4 | 0 |
| Feb 2020 | $130.5M | $130M | $466.2K | 4 | 0 |
| Sep 2019 | $0 | $0 | $0 | 4 | 0 |
DateJul 2025
Total AUM$196.8M
Discretionary$194.9M
Non-Disc.$1.9M
Employees4
Clients3
DateMar 2025
Total AUM$196.8M
Discretionary$194.9M
Non-Disc.$1.9M
Employees4
Clients3
DateJan 2024
Total AUM$180.5M
Discretionary$178.8M
Non-Disc.$1.6M
Employees5
Clients0
DateFeb 2023
Total AUM$157.4M
Discretionary$155.8M
Non-Disc.$1.6M
Employees4
Clients10
DateSep 2022
Total AUM$180.7M
Discretionary$175.3M
Non-Disc.$5.5M
Employees4
Clients3
DateFeb 2022
Total AUM$180.7M
Discretionary$175.3M
Non-Disc.$5.5M
Employees4
Clients3
DateFeb 2022
Total AUM$180.7M
Discretionary$175.3M
Non-Disc.$5.5M
Employees4
Clients3
DateMar 2021
Total AUM$159.3M
Discretionary$155.4M
Non-Disc.$3.9M
Employees4
Clients0
DateJan 2021
Total AUM$130.5M
Discretionary$130M
Non-Disc.$466.2K
Employees4
Clients0
DateSep 2020
Total AUM$130.5M
Discretionary$130M
Non-Disc.$466.2K
Employees4
Clients0
DateJun 2020
Total AUM$130.5M
Discretionary$130M
Non-Disc.$466.2K
Employees4
Clients0
DateJun 2020
Total AUM$130.5M
Discretionary$130M
Non-Disc.$466.2K
Employees4
Clients0
DateFeb 2020
Total AUM$130.5M
Discretionary$130M
Non-Disc.$466.2K
Employees4
Clients0
DateSep 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0