Westbourne Investments, Inc.
Westbourne Investments, Inc. is an SEC-registered wealth manager in Alexandria, VA with $276.4M assets under management (AUM, regulatory AUM), +25% over one year. See who owns Westbourne Investments, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 37499, SEC 801-36800, data through 2026-03-29.
- AUM (assets under management / regulatory AUM)
- $276.4M (2026-03-29)
- Firm type
- Wealth Manager
- Location
- Alexandria, VA
- Employees
- 7
- Clients
- 175
- CRD
- 37499
- Ownership
- HALLTIPPING, JONATHAN; HALLTIPPING, JOY MARY; WESTBOURNE ASSOCIATES, INC.; ROSSNER, ROLF WALTER; ROSSNER, KATHERINE ROSE
How much AUM does Westbourne Investments, Inc. have?
Westbourne Investments, Inc. reported $276.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-29).
Who owns Westbourne Investments, Inc.?
Disclosed owners and executives of Westbourne Investments, Inc. include HALLTIPPING, JONATHAN, HALLTIPPING, JOY MARY, WESTBOURNE ASSOCIATES, INC., ROSSNER, ROLF WALTER, ROSSNER, KATHERINE ROSE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.