Westview Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, estate planning, insurance, and tax planning. Financial planning was provided to 51–100 clients last fiscal year.
Westview Management reports 165 clients. They include 99 individual clients and 66 high-net-worth individuals. Of its assets, 100.0% ($229M across 476 accounts) are managed with discretion. It advised 4 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 60% | 14% |
| High-net-worth individuals | 40% | 77% |
| Charitable organizations | Fewer than 5 | 1% |
| State or municipal government entities | Fewer than 5 | 8% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 99 | $32M | 14.0% | $324K |
| High-net-worth individuals | 66 | $176M | 76.9% | $2.66M |
| Charitable organizations | Fewer than 5 | $3.34M | 1.5% | — |
| State or municipal government entities | Fewer than 5 | $17.5M | 7.7% | — |
| Total | 165 | $229M | 100% | — |
- Clients
- 99
- Regulatory AUM
- $32M
- AUM share
- 14.0%
- Avg. per client
- $324K
- Clients
- 66
- Regulatory AUM
- $176M
- AUM share
- 76.9%
- Avg. per client
- $2.66M
- Clients
- Fewer than 5
- Regulatory AUM
- $3.34M
- AUM share
- 1.5%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $17.5M
- AUM share
- 7.7%
- Avg. per client
- —
Total
- Clients
- 165
- Regulatory AUM
- $229M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 4
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Westview Management charges 0.75%–1.00% a year for its Investment Management Services. The fee is billed in arrears and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Planning and consulting are at no added fee for clients with $1,000,000 or more under management; otherwise generally $300 an hour or a $3,000 fixed fee.
- Retirement Plan Consulting
- Retirement plan consulting is a percentage of plan assets, negotiable, or a negotiated fixed fee.
Benjamin Nostrand owns 25% to 50% of Westview Management. The leadership team of Westview Management includes Chief Compliance Officer Louise Gibbs. It has 5 employees, 4 of them in advisory roles.
Leadership
Louise GibbsMember, Chief Compliance Officer
Eric HallmanMember
Benjamin NostrandManaging Member
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
Staff
- 5 employees
- 4 in advisory functions
- 4 state-registered reps
- 1 soliciting firm
- Owns 25% to 50% of Westview Management LLC
Benjamin Nostrand
Control person · since September 2019
- Owns 25% to 50% of Westview Management LLC
Louise Gibbs
Control person · since January 2025
- Owns 25% to 50% of Westview Management LLC
Eric Hallman
Control person · since January 2025
Westview Management’s regulatory assets grew from $159M (March 2021) to $229M (February 2026); clients rose from 144 to 165 and employees from 4 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $229M | 165 | 5 | 1 |
| July 2025 | $197M | 152 | 4 | 1 |
| January 2024 | $180M | 148 | 5 | 1 |
| February 2023 | $157M | 142 | 4 | 1 |
| February 2022 | $181M | 140 | 4 | 1 |
| March 2021 | $159M | 144 | 4 | 1 |
Besides its headquarters, Westview Management has 0 offices, with 1 listed address in Vermont.
Vermont · 1 listed address
- 118 Pine St., BurlingtonHQ
Contact and registration details
- Legal name
- Westview Management LLC
- Headquarters
- 118 Pine St., Burlington, VT 05401
- Website
- westviewinvest.com
- Phone
- 802-489-5342
- @westview-investment-advisors
- SEC file
- 801-117557
- Founded
- 2019
- Structure
- Vermont LLC
- Fiscal year end
- December
Westview Management uses Fidelity ($124M, 54%) and Charles Schwab ($104M, 46%) as custodians for its separately managed accounts. Westview Management has custody of $12.9M in client assets for 8 clients.
The filed custodian amounts total more than regulatory assets under management. Each amount is shown as filed.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $104M46%
- FidelityNational Financial Services LLC · Omaha, NE · $124M54%
At year end, Westview Management’s separately managed accounts were largely in stocks (47%) and funds (47%). Its reported 13F holdings for the quarter ended 30 June 2026 total $204M across 67 positions; the largest are Vanguard Scottsdale Fds (6.4%), iShares TR (5.7%) and iShares TR (3.8%).
What the accounts hold
- Stocks47%
- Funds47%
- Bonds1%
- Cash5%
Reported 13F holdings
- $204M
- Reported 13F value
- 67
- Positions
- 38.7%
- In the 10 largest
- +6.3%
- Value vs. prior quarter
- Vanguard Scottsdale Fds · Int-term Corp.6.4%
- iShares TR · 3 7 YR Treas BD5.7%
- iShares TR · JPMORGAN Usd Emg3.8%
- Corning Inc.3.7%
- Janus Detroit Str TR · Hendrson Aaa CL3.6%
- First TR Exch Traded FD Iii · Instl Pfd Secs3.2%
- Ssga Active ETF TR · ST Str BL LN ETF3.1%
- Alphabet Inc. · Cap Stk CL C3.1%
- Advanced Micro Devices Inc.3.0%
- Nvidia Corporation3.0%
Together, the ten largest are 38.7% of reported value.
How many clients does Westview Management have?
Westview Management has 165 clients and manages $229 million for them, as of February 2026. They include 99 individual clients and 66 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 February 2026
What services does Westview Management offer?
Westview Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Westview Management charge?
Westview Management charges 0.75%–1.00% a year for its Investment Management Services. The fee is billed in arrears and is negotiable.
Which custodians does Westview Management use?
Westview Management’s separately managed account assets are held at National Financial Services LLC (Omaha, NE), with $124M and Charles Schwab & Co., Inc. (San Francisco, CA), with $104M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 February 2026
How many financial advisors does Westview Management have?
Westview Management has 4 investment adviser representatives registered with state securities authorities, out of 5 employees, and 4 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 Westview Management invest in?
At the end of its last fiscal year, Westview Management’s separately managed accounts held 47% exchange-traded equities, 47% registered funds (mutual funds, ETFs, BDCs), 5% cash and equivalents 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 Westview Management?
Westview Management’s direct owners are Benjamin Nostrand, Louise Gibbs and Eric Hallman, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 18 February 2026
How does Westview Management get paid?
Westview Management is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. 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 Westview Management?
Westview Management’s main office is at 118 Pine St., Burlington, VT 05401. Its phone number is 802-489-5342. Its website is westviewinvest.com.