Westbourne Investments, Inc.
● SEC registered since 1990CRD 37499SEC# 801-36800Alexandria, VA
Reg. AUM
$276.4M
Employees
7
Accounts
393
Location
Alexandria, VA
Westbourne Investments, Inc. assets under management
Westbourne Investments, Inc. is a registered investment adviser overseen by the SEC based in Alexandria, VA. The firm has been registered since 1990. It reports $276.4 million in regulatory assets under management and employs 7 people.
Westbourne Investments, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Carlo Delcolliano Control | Managing Director | Under 5% | 2012 |
| Patrick Matthew Walsh Control | President/Chief Compliance Officer | 25-50% | 2012 |
| Rick Lopez Picon Control | Account Executive/Managing Director | 5-10% | 2012 |
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Join to unlock · $37/moFrequently asked questions
How much does Westbourne Investments, Inc. manage?
Westbourne Investments, Inc. reports $276.4 million in regulatory assets under management on its Form ADV.
How many employees does Westbourne Investments, Inc. have?
Westbourne Investments, Inc. reports 7 employees.
Where is Westbourne Investments, Inc. located?
Westbourne Investments, Inc. is based in Alexandria, VA and has been SEC-registered since 1990.
Does Westbourne Investments, Inc. disclose fund performance?
Westbourne Investments, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2121 Eisenhower Avenue, Suite 605, Alexandria, VA 22314 |
| Phone | 703-294-6880 |
| Fax | 703-294-6850 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$276.4M▲ 25%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$276.4Mregulatory AUM
Discretionary $276.4M