Westview Investment Advisors

Financial planning in Burlington, VT

SEC registeredNo commissions reported

Call (802) 489-5342 Send a message Map ↗

Public-record details

Address: 118 Pine St., Burlington, VT 05401
Phone: (802) 489-5342
Listed under: Financial planning, Hourly fees, Flat / fixed fees, % of assets managed, Retirement plan consulting
Legal name: Westview Management LLC
CRD number: 305655
Registration: SEC registered since 2019-10-25
Compensation (Form ADV 5.E): Percentage of assets under management; Hourly charges; Fixed fees; Other (Retirement Plan Assets Under Advisement)
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses; Pension consulting
Regulatory assets under management: $228.6 million
Accounts managed: 476
Clients reported (Form ADV 5.D): 165
Individual / high-net-worth clients: 99 / 66
Employees: 5
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-02-18

SEC registered investment adviser, CRD 305655, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 305655 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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