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- Custodian
- Charles Schwab & Company · UBS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-06-1990
- Office Locations
- 6
Office Locations
About Westbourne Investments, Inc.
Westbourne Investments is an SEC-registered RIA (since 1990) based in Alexandria, VA, serving clients locally and worldwide. The firm delivers wealth management plus retirement, estate, and tax-focused planning, emphasizing portfolio construction and risk management. It acts as a fiduciary, collaborates with clients’ other advisors, and commonly implements portfolios with ETFs and public funds, including via Schwab custody.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
ROBERT DOUGLAS LONG
Chief Executive Officer
- CRD
- #858858
- Ownership
- 50% but less than 75%
PATRICK MATTHEW WALSH
Chief Compliance Officer, President
- CRD
- #3051297
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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ADITYA BHATNAGAR
--
- CRD
- #5628308
HENRY CHRISTOPHER PRAMOV
--
- CRD
- #5937456
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $276,365,058 | $703,219 |
| Non-Discretionary | $0 | -- |
| Total | $276,365,058 | $703,219 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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