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WESTBOUND EQUITY MANAGEMENT, LLC

PALO ALTO, CA · CRD 306955 · IAPD ↗ · westboundequity.com · 650-213-6213

$146.2MRegulatory AUM
3Advisory reps
5Employees
0Clients
n/aPlanning clients
5Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

80
March 2026 — WESTBOUND EQUITY MANAGEMENT, LLC (PALO ALTO, CA) is newly SEC-registered with $146.2M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.