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| Westbourne Investment Advisors Inc
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|---|---|
| CRD # | 144571 |
| SEC # | 801-68167 |
| CIK # | 0001650092 |
| AUM | 448.8 M (2026-03-03) |
| Employees | 6 (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) | |
|---|---|---|---|
| Alphabet Inc | 23.3 | ||
| Apple Inc | 22.6 | ||
| Microsoft Corp | 18.1 | ||
| Facebook Inc | 15.8 | ||
| Goldman Sachs Group Inc | 14.7 | ||
| Uber Technologies Inc | 13.9 | ||
| Valero Energy Corp/Tx | 13.7 | ||
| Bank of America Corp /DE/ | 12.2 | ||
| Morgan Stanley | 11.7 | ||
| Schwab Charles Corp | 11.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 119 | 39.5 |
| (b) Individuals (high net worth individuals) | 68 | 399.3 |
| (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 | 7 | 6.5 |
| (h) Charitable organizations | 9 | 3.4 |
| (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 | 448 | 448.8 |
| By Discretionary | ||
| Discretionary | 448 | 448.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 448 | 448.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 448.8 | |
| Total | 448 | 448.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001650092] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 2 |
| Serves | Retail |
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|---|---|---|
|
McClarren Financial Advisors Inc
✚
|
PA | 453.0 M |
|
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Silverleafe Capital Partners LLC
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|
Osprey Private Wealth LLC
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|
Hardin Capital Partners LLC
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|
Beaton Management Co Inc
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MA | 445.7 M |
|
Mindset Wealth Management LLC
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|
IN | 445.5 M |
|
Ssb&T Wealth Management LLC
✚
|
TX | 445.1 M |
|
Lefavi Wealth Management Inc
✚
|
UT | 445.0 M |