SourcingSourcing

HEALTHVIEW ASSET MANAGEMENT, INC.

A70
CRD 141884·SEC 801-131629·PITTSBURGH, PA
AUM
$104.4M
$100M-$500M
Est. Revenue
$1.0M
@ 1% on AUM
Est. EBITDA
$313K
@ 30% margin
Est. Deal Value
$2.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
HEALTHVIEW ASSET MANAGEMENT, INC.
CRD
141884
SEC file #
801-131629
EIN
—
DBA names
—

Economics

AUM
$104.4M
AUM band
$100M-$500M
AUM trajectory
'25'26
$99.8M → $104.4M▲ +5%
Client mix
Individuals Other141
Individuals High Net Worth39

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
PITTSBURGH PA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
healthviewria.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HEALTHVIEW SERVICES, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
HEALTHVIEW SERVICES, INC.
BERNARD, GEORGE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
HEALTHVIEWRIA.COM
Rdap Domain Creation Date
2019-02-22T20:25:58Z
Rdap Firm Age Years
7
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-02-22T20:25:58Z
Rdap Domain Last Changed
2024-02-23T15:17:11Z
Rdap Nameservers
Dns1.stabletransit.comDns2.stabletransit.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (4)

4
MASTROGIOVANNI, RENATO
IAR · Executive Officer · 2.5%
4359764
BERNARD, GEORGE
IAR · Executive Officer · 2.5%
833856
Renato Ron Mastrogiovanni
IAR
7978796
DOUGLAS PAUL WOODS
IAR
2589368