HealthView Asset Management provides portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
HealthView Asset Management reports 180 clients. They include 141 individual clients and 39 high-net-worth individuals. Of its assets, 100.0% ($104M across 182 accounts) are managed with discretion. It advised 182 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 78% | 16% |
| High-net-worth individuals | 22% | 84% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 141 | $17M | 16.3% | $121K |
| High-net-worth individuals | 39 | $87.4M | 83.7% | $2.24M |
| Total | 180 | $104M | 100% | $580K |
- Clients
- 141
- Regulatory AUM
- $17M
- AUM share
- 16.3%
- Avg. per client
- $121K
- Clients
- 39
- Regulatory AUM
- $87.4M
- AUM share
- 83.7%
- Avg. per client
- $2.24M
Total
- Clients
- 180
- Regulatory AUM
- $104M
- AUM share
- 100%
- Avg. per client
- $580K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 182
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
HealthView Asset Management charges 0.10%–2.50% for its Asset management fee. The brochure does not state whether the rate is annual. The fee is negotiable.
Fee details and sources
Healthview Services, Inc. owns 75% or more of HealthView Asset Management and is in turn owned by Renato Mastrogiovanni (75% or more). The leadership team of HealthView Asset Management includes President George Bernard and Chief Investment Officer Renato Mastrogiovanni. It has 3 employees, 2 of them in advisory roles.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Healthview Asset Management, Inc.
Healthview Services, Inc.
since June 2017
- Owns 75% or more of Healthview Services, Inc.
Renato Mastrogiovanni
Control person · since June 2017
HealthView Asset Management’s regulatory assets went from $99.8M (July 2025) to $104M (September 2026); clients were 180 in both filings and employees fell from 4 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $104M | 180 | 3 | 2 |
| Jul 2025July 2025 | $99.8M | 180 | 4 | 2 |
Besides its headquarters, HealthView Asset Management has 1 office, with 2 listed addresses across 2 states.
Massachusetts · 1 listed address
- 35 Village Road, Middleton
Pennsylvania · 1 listed address
- 219 N Main Street, PittsburghHQ
Contact and registration details
- Legal name
- Healthview Asset Management, Inc.
- Headquarters
- 219 N Main Street, Pittsburgh, PA 15215
- Website
- healthviewria.com
- Phone
- 412-782-5400
- SEC file
- 801-131629
- Structure
- Pennsylvania corporation
- Fiscal year end
- December
HealthView Asset Management does not have custody of client assets.
At year end, HealthView Asset Management’s separately managed accounts were mostly in stocks (61%) and funds (38%).
What the accounts hold
- Stocks61%
- Exchange-traded equities59%
- Non-exchange-traded equities2%
- Funds38%
- Registered funds36%
- Pooled vehicles2%
- Bonds1%
How many clients does HealthView Asset Management have?
HealthView Asset Management has 180 clients and manages $104 million for them, as of September 2026. They include 141 individual clients and 39 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 21 September 2026
What services does HealthView Asset Management offer?
HealthView Asset Management provides portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does HealthView Asset Management charge?
HealthView Asset Management charges 0.10%–2.50% for its Asset management fee. The brochure does not state whether the rate is annual. The fee is negotiable.
How many financial advisors does HealthView Asset Management have?
HealthView Asset Management has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does HealthView Asset Management invest in?
At the end of its last fiscal year, HealthView Asset Management’s separately managed accounts held 59% exchange-traded equities, 36% registered funds (mutual funds, ETFs, BDCs), 2% non-exchange-traded equities, 2% pooled vehicles (private funds and similar) and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns HealthView Asset Management?
HealthView Asset Management is owned through a holding company by Renato Mastrogiovanni. Its direct owner is Healthview Services, Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 21 September 2026
How does HealthView Asset Management get paid?
HealthView Asset Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact HealthView Asset Management?
HealthView Asset Management’s main office is at 219 N Main Street, Pittsburgh, PA 15215. Its phone number is 412-782-5400. Its website is healthviewria.com.