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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

HEALTHVIEW ASSET MANAGEMENT, INC.

CRD 141884

PITTSBURGH, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e99bbfe2-7dd7-5027-efdc-d32b199cf7fa

Data as of Mar 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Nov 15, 2024 to Mar 25, 2026
4 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $104MItem 5.F on the latest filing (2026-03-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $104M
Private client RAUM: $104MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $34.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 3
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 182
Individual clients: 141
High net worth clients: 39
SEC number: 801-131629
CRD: 141884
Filings on the tape: 4
First filed: Nov 15, 2024
Latest filed: Mar 25, 2026
Organised: Corporation, PA
Website: healthviewria.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DOUGLAS PAUL WOODS	n/a	PITTSBURGH, PA	10	31	n/a	no
RENATO MASTROGIOVANNI	n/a	Danvers, MA \| PITTSBURGH, PA	8	22	1	no
Renato Ron Mastrogiovanni	n/a	Danvers, MA \| PITTSBURGH, PA	2	13	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BERNARD, GEORGE	CEO, PRESIDENT, CHIEF COMPLIANCE OFFICER, AND TREASURER	Na	yes	08/2006	Nov 15, 2024	Nov 15, 2024
MASTROGIOVANNI, RENATO	CHAIRMAN, CHIEF INVESTMENT OFFICER	Na	yes	08/2006	Nov 15, 2024	Nov 15, 2024
HEALTHVIEW SERVICES, INC.	100% OWNER	E	no	06/2017	Nov 15, 2024	Nov 15, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Danvers	Ma	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 25, 2026	$104M	$104M	4	3	1	n/a	n/a
2024	Mar 18, 2025	$99.8M	$99.8M	4	3	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	33.3%	0	1	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$104M	$99.8M	4.6%	n/a	n/a	4	4	1	1

Relationships

Registered with (4)

← Renato Ron MastrogiovanniAdvisorregistration: current employment
Sep 16, 2024 to presentfactForm ADV
← RENATO MASTROGIOVANNIAdvisorregistration: current employment
Aug 30, 2018 to presentfactForm ADV
← DOUGLAS PAUL WOODSAdvisorregistration: current employment
Mar 7, 2016 to presentfactForm ADV
← CARL DAMIEN GILLAdvisorregistration: previous registration
Jan 31, 2018 to Aug 20, 2019factForm ADV

Controls (2)

← MASTROGIOVANNI, RENATOOwnerCHAIRMAN, CHIEF INVESTMENT OFFICER, ownership code NA, individual
Nov 15, 2024 to Nov 15, 2024factForm ADV
← BERNARD, GEORGEOwnerCEO, PRESIDENT, CHIEF COMPLIANCE OFFICER, AND TREASURER, ownership code NA, individual
Nov 15, 2024 to Nov 15, 2024factForm ADV

Owns (1)

← HEALTHVIEW SERVICES, INC.Owner100% OWNER, ownership code E, domestic entity
Nov 15, 2024 to Nov 15, 2024factForm ADV

Dated events

Occurred
Sep 9, 2026
Advisor changed firm
George Bernard left Healthview Asset Management, Inc. for Bennington Asset Management, LLC (registered 2026-09-16)
Form ADVobserved 3 days ago
Occurred
Nov 15, 2024
First Form ADV filing
Healthview Asset Management, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e99bbfe2-7dd7-5027-efdc-d32b199cf7fa
First observed: Nov 15, 2024
Last observed: Mar 25, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

HEALTHVIEW ASSET MANAGEMENT, INC.

CRD 141884

PITTSBURGH, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e99bbfe2-7dd7-5027-efdc-d32b199cf7fa

Data as of Mar 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:58 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DOUGLAS PAUL WOODS

n/a

PITTSBURGH, PA

n/a

RENATO MASTROGIOVANNI

n/a

Danvers, MA | PITTSBURGH, PA

Renato Ron Mastrogiovanni

n/a

Danvers, MA | PITTSBURGH, PA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BERNARD, GEORGE

CEO, PRESIDENT, CHIEF COMPLIANCE OFFICER, AND TREASURER

yes

08/2006

Nov 15, 2024

MASTROGIOVANNI, RENATO

CHAIRMAN, CHIEF INVESTMENT OFFICER

yes

08/2006

Nov 15, 2024

HEALTHVIEW SERVICES, INC.

100% OWNER

06/2017

Nov 15, 2024

City

State

Country

Employees

Also broker-dealer

Danvers

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 25, 2026

$104M

n/a

2024

Mar 18, 2025

$99.8M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

33.3%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$104M

$99.8M

4.6%

n/a