# Westview Investment Advisors

Westview Investment Advisors is a Bank / Wealth / Trust based in Burlington, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Burlington, United States
- **Region:** North America
- **Address:** Burlington, VT, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** westviewinvest.com
- **LinkedIn:** https://www.linkedin.com/company/westview-investment-advisors

## Regulatory record

- **CRD number:** 305655
- **SEC file number:** 801-117557
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-18T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/305655

## About

Westview Investment Advisors was established in 2019 as a Vermont-registered investment advisory firm. The Burlington-based practice delivers financial planning and discretionary portfolio management to individuals, high-net-worth families, and small business entities. The firm's investment approach centers on constructing client portfolios using a mix of individual equities, fixed-income instruments, mutual funds, and exchange-traded funds. Its Form ADV filings, as reviewed via public record, indicate a standard advisory fee model rather than commission-based brokerage services — a structural feature that aligns advisor compensation with client outcomes. Westview's geographic footprint appears concentrated in the Burlington area and broader Vermont market, serving a localized client base. Operational scale remains modest. Its service model reflects the straightforward, planning-centric advisory architecture common among independent firms in northern New England. Westview's structural identity rests on independence and geographic focus. In an industry where Vermont-based RIAs often compete with national wirehouses and digital platforms, a locally situated practice with no disclosed affiliation to a larger financial institution represents a specific market posture: relationship-driven, community-embedded, and structurally free of product-distribution mandates.

## Questions

### How does Westview Investment Advisors charge for its services?

The firm operates on a fee-only advisory model, charging clients a percentage of assets under management for discretionary portfolio management and fixed fees for financial planning engagements. This structure, confirmed via public regulatory filings, removes commission-based conflicts present in brokerage relationships.

### Does Westview manage proprietary investment funds or pooled vehicles?

Public records do not indicate that Westview operates proprietary pooled investment vehicles. The firm constructs client portfolios using individual securities, mutual funds, and ETFs rather than in-house fund products.

### What is Westview's regulatory standing?

Westview Investment Advisors is registered with the SEC as an investment adviser. Its Form ADV, filed through the IAPD system, documents its fee structure, services, and disciplinary history — a standard regulatory footprint for RIAs managing over $100 million in regulatory assets.

## Related profiles

- [Westshore Wealth](https://altss.com/profile/westshore-wealth)
- [Westward Investment Advisory](https://altss.com/profile/westward-investment-advisory)

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Last updated: 2026-08-11T02:43:31.692Z

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