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HEALTHVIEW ASSET MANAGEMENT, INC.

PITTSBURGH, PA · CRD 141884 · IAPD ↗ · healthviewria.com · 412-782-5400

$104.4MRegulatory AUM
2Advisory reps
3Employees
182Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
January 2025 — HEALTHVIEW ASSET MANAGEMENT, INC. (PITTSBURGH, PA) is newly SEC-registered with $100.4M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.