Westview Management Llc
- Regulatory AUM
- $229M
- Discretionary
- $229M
- Clients
- 165
- Avg AUM / client
- $1.4M
- Accounts
- 476
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 99 | $32.0M | 14.0% |
| High net worth individuals | 66 | $176M | 76.9% |
| Charitable organizations | Fewer than 5 clients | $3.3M | 1.46% |
| State or municipal government entities | Fewer than 5 clients | $17.5M | 7.66% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Benjamin Edward Nostrand | Managing Member / Chief Compliance Officer | CFP | Sep 2019 (7y) | 75% or more |
| Louise Dorothy Gibbs | Registered representative | Feb 2020 (6y) | ||
| Eric Anthony Hallman | Registered representative | CFP | Jan 2024 (3y) | |
| Joshua Lawrence Graham | Registered representative | CFA | May 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/18/2026 | 904 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • RETIREMENT PLAN ASSETS UNDER ADVISEMENT
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- National Financial Services (Fidelity) $124M (54% of AUM) Feb 2026
- Charles Schwab & Co. $104M (46% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 18, 2026.
View current Form ADV (SEC/IAPD) ↗