WESTBOURNE INVESTMENTS, INC.
CRD #37499 SEC #801-36800 ALEXANDRIA, VA 703-294-6880
SEC Registered
Total AUM
$221.1M
Discretionary
$221.1M
Employees
7
Clients
0
Accounts
445
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $221.1M | $221.1M | $0 | 7 | 0 |
| Mar 2025 | $221.1M | $221.1M | $0 | 7 | 0 |
| Oct 2024 | $151.8M | $151.8M | $0 | 7 | 0 |
| Jul 2024 | $151.8M | $151.8M | $0 | 7 | 0 |
| Mar 2024 | $151.8M | $151.8M | $0 | 7 | 0 |
| Mar 2023 | $190.3M | $190.3M | $0 | 8 | 0 |
| Feb 2022 | $211.5M | $211.5M | $0 | 8 | 0 |
| Feb 2021 | $189.4M | $189.4M | $0 | 7 | 0 |
| Feb 2020 | $173.1M | $173.1M | $0 | 7 | 0 |
| Feb 2019 | $135M | $135M | $0 | 7 | 0 |
| Feb 2018 | $141.6M | $141.6M | $0 | 6 | 0 |
| Mar 2017 | $130.6M | $130.6M | $0 | 6 | 600 |
| Sep 2016 | $128.7M | $128.7M | $0 | 6 | 600 |
| May 2016 | $128.7M | $128.7M | $0 | 7 | 600 |
| Apr 2016 | $128.7M | $128.7M | $0 | 8 | 600 |
| Mar 2016 | $128.7M | $128.7M | $0 | 8 | 600 |
| Mar 2015 | $122.2M | $122.2M | $0 | 8 | 600 |
| Feb 2014 | $116.1M | $114.4M | $1.7M | 8 | 600 |
| Mar 2013 | $100.4M | $97.4M | $3M | 8 | 600 |
| Nov 2012 | $101.6M | $98.3M | $3.3M | 8 | 641 |
| Jun 2012 | $101.6M | $98.3M | $3.3M | 1 | 641 |
| Mar 2012 | $38M | $38M | $0 | 1 | 200 |
| Apr 2011 | $40.5M | $38.5M | $2M | 5 | -- |
| Mar 2011 | $40.5M | $38.5M | $2M | 5 | -- |
| Jul 2010 | $37.6M | $35.1M | $2.5M | 5 | -- |
| Jan 2008 | $70M | $70M | $0 | 5 | -- |
| Jan 2007 | $70M | $70M | $0 | 5 | -- |
| Jan 2006 | $67M | $63.4M | $3.6M | 5 | -- |
| Nov 2005 | $98M | $98M | $0 | 5 | -- |
| Feb 2005 | $98M | $98M | $0 | 5 | -- |
| Jan 2005 | $70M | $70M | $5K | 5 | -- |
| Jan 2005 | $90.2M | $90M | $200K | 5 | -- |
| Apr 2004 | $70.2M | $70M | $200K | 5 | -- |
| Oct 2001 | $90.2M | $90M | $200K | 5 | -- |
DateApr 2025
Total AUM$221.1M
Discretionary$221.1M
Non-Disc.$0
Employees7
Clients0
DateMar 2025
Total AUM$221.1M
Discretionary$221.1M
Non-Disc.$0
Employees7
Clients0
DateOct 2024
Total AUM$151.8M
Discretionary$151.8M
Non-Disc.$0
Employees7
Clients0
DateJul 2024
Total AUM$151.8M
Discretionary$151.8M
Non-Disc.$0
Employees7
Clients0
DateMar 2024
Total AUM$151.8M
Discretionary$151.8M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$190.3M
Discretionary$190.3M
Non-Disc.$0
Employees8
Clients0
DateFeb 2022
Total AUM$211.5M
Discretionary$211.5M
Non-Disc.$0
Employees8
Clients0
DateFeb 2021
Total AUM$189.4M
Discretionary$189.4M
Non-Disc.$0
Employees7
Clients0
DateFeb 2020
Total AUM$173.1M
Discretionary$173.1M
Non-Disc.$0
Employees7
Clients0
DateFeb 2019
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees7
Clients0
DateFeb 2018
Total AUM$141.6M
Discretionary$141.6M
Non-Disc.$0
Employees6
Clients0
DateMar 2017
Total AUM$130.6M
Discretionary$130.6M
Non-Disc.$0
Employees6
Clients600
DateSep 2016
Total AUM$128.7M
Discretionary$128.7M
Non-Disc.$0
Employees6
Clients600
DateMay 2016
Total AUM$128.7M
Discretionary$128.7M
Non-Disc.$0
Employees7
Clients600
DateApr 2016
Total AUM$128.7M
Discretionary$128.7M
Non-Disc.$0
Employees8
Clients600
DateMar 2016
Total AUM$128.7M
Discretionary$128.7M
Non-Disc.$0
Employees8
Clients600
DateMar 2015
Total AUM$122.2M
Discretionary$122.2M
Non-Disc.$0
Employees8
Clients600
DateFeb 2014
Total AUM$116.1M
Discretionary$114.4M
Non-Disc.$1.7M
Employees8
Clients600
DateMar 2013
Total AUM$100.4M
Discretionary$97.4M
Non-Disc.$3M
Employees8
Clients600
DateNov 2012
Total AUM$101.6M
Discretionary$98.3M
Non-Disc.$3.3M
Employees8
Clients641
DateJun 2012
Total AUM$101.6M
Discretionary$98.3M
Non-Disc.$3.3M
Employees1
Clients641
DateMar 2012
Total AUM$38M
Discretionary$38M
Non-Disc.$0
Employees1
Clients200
DateApr 2011
Total AUM$40.5M
Discretionary$38.5M
Non-Disc.$2M
Employees5
Clients--
DateMar 2011
Total AUM$40.5M
Discretionary$38.5M
Non-Disc.$2M
Employees5
Clients--
DateJul 2010
Total AUM$37.6M
Discretionary$35.1M
Non-Disc.$2.5M
Employees5
Clients--
DateJan 2008
Total AUM$70M
Discretionary$70M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$70M
Discretionary$70M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$67M
Discretionary$63.4M
Non-Disc.$3.6M
Employees5
Clients--
DateNov 2005
Total AUM$98M
Discretionary$98M
Non-Disc.$0
Employees5
Clients--
DateFeb 2005
Total AUM$98M
Discretionary$98M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$70M
Discretionary$70M
Non-Disc.$5K
Employees5
Clients--
DateJan 2005
Total AUM$90.2M
Discretionary$90M
Non-Disc.$200K
Employees5
Clients--
DateApr 2004
Total AUM$70.2M
Discretionary$70M
Non-Disc.$200K
Employees5
Clients--
DateOct 2001
Total AUM$90.2M
Discretionary$90M
Non-Disc.$200K
Employees5
Clients--