Overview
Assets Under Management: $221 million
Headquarters: ALEXANDRIA, VA
High-Net-Worth Clients: 36
Average Client Assets: $4 million
Frequently Asked Questions
WESTBOURNE INVESTMENTS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #37499), WESTBOURNE INVESTMENTS, INC. is subject to fiduciary duty under federal law.
WESTBOURNE INVESTMENTS, INC. is headquartered in ALEXANDRIA, VA.
WESTBOURNE INVESTMENTS, INC. serves 36 high-net-worth clients according to their SEC filing dated February 05, 2026. View client details ↓
According to their SEC Form ADV, WESTBOURNE INVESTMENTS, INC. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
WESTBOURNE INVESTMENTS, INC. manages $221 million in client assets according to their SEC filing dated February 05, 2026.
According to their SEC Form ADV, WESTBOURNE INVESTMENTS, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.85
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 445
Discretionary Accounts: 445
Regulatory Filings
CRD Number: 37499
Filing ID: 2050029
Last Filing Date: 2026-02-05 15:36:04