{"url":"https://nivawealth.com/firms/healthview-asset-management-141884","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/141884","regulatoryAum":104401000,"crd":"141884","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4359764","suffix":null,"lastName":"MASTROGIOVANNI","firstName":"RENATO","middleName":null},{"crd":"7978796","suffix":null,"lastName":"Mastrogiovanni","firstName":"Renato","middleName":"Ron"},{"crd":"2589368","suffix":null,"lastName":"WOODS","firstName":"DOUGLAS","middleName":"PAUL"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2025-07-16","regulatoryAum":99812000,"clients":180,"employees":4,"offices":2},{"filedOn":"2026-09-21","regulatoryAum":104401000,"clients":180,"employees":3,"offices":2}],"secFileNumber":"801-131629","legalName":"Healthview Asset Management, Inc.","displayName":"HealthView Asset 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ownership band, since June 2017."},{"label":"Renato Mastrogiovanni","detail":"Indirect owner: a officer of Healthview Services, Inc. in the 75% or more band and a control person, since June 2017.","parent":"Healthview Services, Inc."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Massachusetts","offices":1,"addresses":[{"street":"35 Village Road","city":"Middleton"}]},{"state":"Pennsylvania","offices":1,"addresses":[{"street":"219 N Main Street","city":"Pittsburgh","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"412-782-5400","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":59},{"label":"Non-exchange-traded equity securities","percent":2},{"label":"U.S. government/agency bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":36},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":2}],"privateFunds":0},"sources":{"adv1FilingDate":"21 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/141884/PDF/141884.pdf","brochureDate":"21 September 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058529","iapdCompiledDate":null,"retrievedDate":"15 October 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does HealthView Asset Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does HealthView Asset Management charge?","answer":"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.","source":"ADV PART II, filed 21 September 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"How many financial advisors does HealthView Asset Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does HealthView Asset Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns HealthView Asset Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does HealthView Asset Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact HealthView Asset Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 21 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}