CRD: 305655
Westview Investment Advisors
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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-25-2019
- Office Locations
- 1
Office Locations
About Westview Investment Advisors
Westview Investment Advisors is an independent, fee-only RIA based in Vermont serving clients nationwide. The team provides integrated investment management and CFP-led financial planning, building balanced portfolios around goals, time horizon, and risk tolerance with a risk-management focus. Works with individuals and families and supports endowments, aligning portfolios with a foundation’s mission and values. Custody includes Schwab and Fidelity.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
LOUISE DOROTHY GIBBS
Associate, Chief Compliance Officer
- CRD
- #6405021
- Ownership
- 25% but less than 50%
ERIC ANTHONY HALLMAN
Partner, Financial Planner
- CRD
- #6582291
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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Joshua Lawrence Graham
Research Analyst
- CRD
- #8092631
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $228,645,287 | $480,347 |
| Non-Discretionary | $0 | -- |
| Total | $228,645,287 | $480,347 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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