Westbourne Investment Advisors Inc.
Westbourne Investment Advisors Inc. is an SEC-registered wealth manager in Annapolis, MD with $448.8M assets under management (AUM, regulatory AUM), +25% over one year. See who owns Westbourne Investment Advisors Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 144571, SEC 801-68167, data through 2026-03-03.
- AUM (assets under management / regulatory AUM)
- $448.8M (2026-03-03)
- Firm type
- Wealth Manager
- Location
- Annapolis, MD
- Employees
- 6
- Clients
- 203
- CRD
- 144571
- Ownership
- WESTBOURNE ASSOCIATES INC.; WESTBOURNE INVESTMENTS, INC.; GOODWYN, WILFRED, LACY; CUNNINGHAM, DAVID, HAMMOND; REEM, HAROLD, LEE
How much AUM does Westbourne Investment Advisors Inc. have?
Westbourne Investment Advisors Inc. reported $448.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-03).
Who owns Westbourne Investment Advisors Inc.?
Disclosed owners and executives of Westbourne Investment Advisors Inc. include WESTBOURNE ASSOCIATES INC., WESTBOURNE INVESTMENTS, INC., GOODWYN, WILFRED, LACY, CUNNINGHAM, DAVID, HAMMOND, REEM, HAROLD, LEE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.