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| Westview Management LLC
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|---|---|
| CRD # | 305655 |
| SEC # | 801-117557 |
| CIK # | 0002073768 |
| AUM | 228.6 M (2026-02-18) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 802-489-5342 |
| Address | 118 Pine St Burlington, VT 05401 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002073768 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 5.3 | ||
| Alphabet Inc | 5.3 | ||
| Caseys General Stores Inc | 4.7 | ||
| Amazon Com Inc | 4.2 | ||
| Corning Inc /NY | 4.1 | ||
| Microsoft Corp | 4.0 | ||
| Facebook Inc | 3.7 | ||
| TJX Companies Inc /DE/ | 3.7 | ||
| Mastercard Inc | 3.5 | ||
| Sharkninja Inc | 3.5 | ||
| Astrazeneca PLC | 3.4 | ||
| Royal Dutch Shell PLC | 3.3 | ||
| Palo Alto Networks Inc | 3.0 | ||
| Schwab Charles Corp | 2.9 | ||
| Progressive Waste Solutions Ltd | 2.9 | ||
| CRH Public Ltd Co | 2.8 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 99 | 32.0 |
| (b) Individuals (high net worth individuals) | 66 | 175.8 |
| (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 | 3.3 |
| (i) State or municipal government entities | 0 | 17.5 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 476 | 228.6 |
| By Discretionary | ||
| Discretionary | 476 | 228.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 476 | 228.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 228.6 | |
| Total | 476 | 228.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002073768] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 4 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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JW Korth & Company Limited Partnership
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228.5 M | |
|
MSP Wealth Management LLC
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|
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|
Cascade Wealth Advisors Inc
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