CRD: 305655
Westview Investment Advisors
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between July 17, 2025 and February 18, 2026, reported AUM increased 16.2%, from $196.8M to $228.6M.
Across 5 reported observations, AUM increased 26.5% between September 23, 2022 and February 18, 2026, from $180.7M to $228.6M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 169 clients, or 42.3 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 1 reported office location and 6 years in operation. The source data was last updated on February 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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
SMA allocation detail is available
Westview Investment Advisors has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Westview Investment Advisors's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.