Westbourne Investments, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Alexandria, VA. Its latest Form ADV filing, dated March 29, 2026, reports $276M in regulatory assets under management, 7 employees, and 393 accounts.
Assets Under Management
$276M
Employees
7
Offices
--
Total Clients
175
Primary office
ALEXANDRIA, VA
2121 EISENHOWER AVENUE, SUITE 605, ALEXANDRIA, VA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 72.6% of total clients.
Top client categories% of clientsClients
1
Individuals
72.6%
127
2
HNWI
26.3%
46
3
Corporations
1.1%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$276Mas of March 29, 2026
Discretionary100.0%
$276M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$276M
Total Accounts393
10Y AUM Change+$146M (+111.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee25:1
10Y Employee Change+1 (+16.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.