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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Healthview Asset Management Inc
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| CRD # | 141884 |
| SEC # | 801-131629 |
| CIK # | |
| AUM | $99.8 M (2025-07-16) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 412-782-5400 |
| Address | 219 N Main Street Pittsburgh, PA 15215 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 139 | 15.9 |
| (b) Individuals (high net worth individuals) | 39 | 81.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 2.1 |
| (n) Other | 0 | 0.0 |
| Total | 180 | 99.8 |
| By Discretionary | ||
| Discretionary | 180 | 99.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 180 | 99.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 99.8 | |
| Total | 180 | 99.8 |
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|---|---|---|
|
Kennondale Capital Management LLC
✚
|
VA | 0.1 |
|
Degreen Private Wealth LLC
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AZ | 0.1 |
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Investor's Advantage LLC
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0.1 | |
|
AG Global Advisors LLC
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0.1 | |
|
Revolution Partners LLC
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|
0.1 | |
|
FRA Wealth Management LLC
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|
IL | 0.1 |
|
Stonebriar Wealth LLC
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|
UT | 0.1 |
|
REH Wealth Advisors LLC
✚
|
NC | 0.1 |
|
Account Management LLC
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|
0.1 | |
|
Captial Advisor Network
✚
|
IN | 0.1 |