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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-28-2002
- Office Locations
- 1
Office Locations
About Lakeview Investment Advisors, LLC
Lakeview Investment Advisors, LLC is a Plymouth, MN boutique RIA founded in 2002 by CFA Bill Westhoff, a former Ameriprise portfolio manager and Securian/Minnesota Life CIO. The firm provides investment management and portfolio construction for individuals (including entrepreneurs) focused on preserving and building wealth, using ETF-heavy asset allocation alongside mutual funds and taxable/municipal fixed income. Custody includes Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 27 clients, or 27 clients per representative. That equates to $2.0M in reported AUM per client.
The profile lists 1 reported office location and 23 years in operation. The source data was last updated on July 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Custodian
- Industry Interests
- Investment Themes
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- Services
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Owner & Executives
WILLIAM NORMAN WESTHOFF
Investment Advisor, President
- CRD
- #1887382
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,496,900 | -- |
| Non-Discretionary | $0 | -- |
| Total | $54,496,900 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Lakeview Investment Advisors, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.