This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Crest timberHarbor
- 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
--
- CRD
- #6582291
- Ownership
- 25% but less than 50%
Harbor alpha
Summit element
- CRD
- #82672
- Ownership
- 34.1%
Showing 2 of 3 owners & executives
Unlock allContacts
Joshua Lawrence Graham
--
- 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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $228,645,287
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,142,562,580 | 40.6% |
| Public Funds | $202,621,935 | 7.2% |
| Cash | $461,527,742 | 16.4% |
| U.S. Government/Agency | $1,007,481,289 | 35.8% |
| Total | $2,814,193,546 | 100.0% |
13F Holdings | Q4 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ALPHA ATLAS OPTIMA | ALPHA NORTH | WIOESN30K | HZXHY | 5.16% | $94,601,996 |
| PATHWAY FOCUS | PIONEER GLACIER | 6OTZGUBTS | FGJT | 2.24% | $75,746,229 |
| ELEMENT PRIME | VITAL RIDGE | QPGU8SCHZ | YYBAU | 12.04% | $16,004,185 |
| VALUE FUSION | MERIDIAN FOUNDATION | 83LTUP1GW | PSOIL | 6.92% | $6,994,558 |
| MATRIX EMBER WAVE | NORTH LEGACY | BSPNQU7FN | EPAH | 2.69% | $56,422,798 |
| RADIAL OAK | BRIDGE PEAK | WBZ1XFY2M | IEEYA | 10.37% | $95,106,892 |
| UNISON ELEMENT | INSIGHT FRONTIER | IO6R0K0S2 | OWVRP | 11.34% | $80,278,163 |
| HORIZON BEACON PEAK | LEGACY FUSION | BTGF5SUXQ | DVE | 12.37% | $117,004,907 |