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WESTBOURNE INVESTMENTS, INC.

ALEXANDRIA, VA · CRD 37499 · IAPD ↗ · westbourneinv.com · 703-294-6880

$276.4MRegulatory AUM
5Advisory reps
7Employees
0Clients
0Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — WESTBOURNE INVESTMENTS, INC. notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2026 — WESTBOURNE INVESTMENTS, INC. reported RAUM up 25% ($221.1M -> $276.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
46
March 2026 — WESTBOURNE INVESTMENTS, INC. notice-filed in CA, FL, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
February 2026 — WESTBOURNE INVESTMENTS, INC. notice-filed in DC, MD, NC, TX, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
April 2025 — WESTBOURNE INVESTMENTS, INC. reported RAUM up 46% ($151.8M -> $221.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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