|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Westbourne Investment Advisors Inc
✚
|
|
|---|---|
| CRD # | 144571 |
| SEC # | 801-68167 |
| CIK # | 0001650092 |
| AUM | $359.1 M (2025-02-14) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 301-656-9035 |
| Address | 410 Severn Avenue Annapolis, MD 21403 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 23.8 | ||
| Facebook Inc | 19.8 | ||
| Apple Inc | 18.7 | ||
| Uber Technologies Inc | 17.9 | ||
| Alphabet Inc | 16.9 | ||
| Goldman Sachs Group Inc | 14.1 | ||
| Bank of America Corp /DE/ | 12.2 | ||
| Schwab Charles Corp | 11.3 | ||
| Morgan Stanley | 10.8 | ||
| Netflix Inc | 10.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 117 | 41.7 |
| (b) Individuals (high net worth individuals) | 58 | 309.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 6.1 |
| (h) Charitable organizations | 8 | 2.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 420 | 359.1 |
| By Discretionary | ||
| Discretionary | 420 | 359.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 420 | 359.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 359.1 | |
| Total | 420 | 359.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001650092] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Solomon API LLC
✚
|
FL | 0.4 |
|
Cedar Wealth Management LLC
✚
|
CA | 0.4 |
|
Capstone Capital LLC
✚
|
NV | 0.4 |
|
Red Wave Investments LLC
✚
|
PA | 0.4 |
|
Leading Edge Financial Planning LLC
✚
|
TN | 0.4 |
|
Oneascent Family Office LLC
✚
|
AL | 0.4 |
|
Hilton Head Financial Advisors Inc
✚
|
SC | 0.4 |
|
Stone Summit Wealth LLC
✚
|
0.4 | |
|
Trinity Wealth Management LLC
✚
|
OH | 0.4 |
|
Legacy CG LLC
✚
|
TX | 0.4 |