Westbourne Investments, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$251,304,761
Clients
173
Advisors
5
across 4 offices
About
Westbourne Investments provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, pension/profit-sharing plans and institutions, typically implementing customized account management tied to each client’s written objectives. Services include diversified ETF portfolios, individually selected stock and bond portfolios, options trading, and tailored financial planning engagements; the firm generally documents client goals and may accept account restrictions in writing.
The firm combines top-down macro analysis with bottom-up security selection and constructs portfolios using a mix of ETFs for strategic asset allocation alongside concentrated individual positions grouped into income-oriented, core, and growth categories. Options are an explicit part of the toolkit—covered calls, synthetic longs, long puts, and advanced spreads (vertical and butterfly)—with positions monitored daily and reviewed by an investment committee; rebalancing decisions incorporate tax and transaction-cost considerations and clients are ordinarily expected to remain fully invested.
Notable distinctions include the firm’s active use of advanced options strategies and a formal daily-monitoring/investment-committee process for those positions, which is less common among similar-sized teams focused on ETF allocations. The brochure also discloses a 2021 SEC settlement related to untimely filing and delivery of its Form CRS (censure and a $25,000 civil penalty), a referral arrangement with a non‑affiliated trustee, and that some supervised persons are licensed insurance agents who may receive commissions—each of which is a potential source of conflicts clients should consider.
Client services
Expertise
Fee options
Personal financial planning billed at a fixed rate; estimates provided case-by-case, no specific amounts stated.
$25,000 - $100,000: 2.000% (Equities) $25,000 - $100,000: 0.500% (Fixed Income) $100,000 - $300,000: 1.650% $301,000 - $500,000: 1.400% $500,001 - $2,000,000: 1.150% Next $3,000,000 - $5,000,000: 0.900% > $5,000,000+: 0.775%
Account minimum: $100,000
Main office
See office2121 Eisenhower Avenue, Suite 605
Alexandria VA 22314
Advisors at this office
2
Offices (4)
Most active in
California · Colorado · District of Columbia · Florida · Maryland · New Jersey · New York · North Carolina · Texas · Virginia
Also doing business as
Ariba Asset Management · Westbourne Investments, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Patrick W
Series 65
Winchester, VA
Westbourne Investments, Inc.
Patrick Walsh is a financial advisor at Westbourne Investments, Inc. in Winchester, VA, holding a Series 65 designation with nine years of industry experience. He has been with Westbourne Investments since 2012. Outside of his advisory role, Walsh is an owner of IAS LLC, a company that provides back-office support including accounting and compliance services to various firms. Westbourne Investments, Inc. provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, pension/profit-sharing plans, and institutions. The firm employs a combination of top-down macro analysis and bottom-up security selection, utilizing diversified ETF portfolios, individually selected stocks and bonds, and advanced options strategies as part of its investment approach.
Aditya B
Series 66
Alexandria, VA
Westbourne Investments, Inc.
Aditya Bhatnagar is a financial advisor at Westbourne Investments, Inc. in Fairfax, VA, with 16 years of industry experience. He holds a Series 66 designation and has been with Westbourne since 2016 following a brief tenure at CenturyLink. Outside of his advisory role, he participates in career mentoring through the University of Maryland Alumni Advisor Network. Westbourne Investments provides investment management and financial planning services to individuals, pension and profit-sharing plans, and institutions. The firm manages discretionary equity, fixed-income, and ETF portfolios, employing a combination of top-down macro analysis and bottom-up security selection, including the use of options strategies within defined risk parameters.
Henry P
Series 65
Arvada, CO
Westbourne Investments, Inc.
Henry Pramov is a financial advisor with Westbourne Investments, Inc., holding a Series 65 credential and 15 years of industry experience. He has been with Westbourne Investments since 2012 and concurrently works as a Senior Account Executive at SAP Americas, Inc., a software company specializing in enterprise cloud procurement solutions. Westbourne Investments offers discretionary portfolio management and financial planning services to individuals, high-net-worth clients, pension/profit-sharing plans, and institutions, using a combination of top-down macro analysis and bottom-up security selection. The firm employs diversified ETF portfolios, individually selected stocks and bonds, and advanced options strategies, supported by a daily monitoring and investment committee review process.
Michael D
Series 63, Series 65
Keswick, VA
Westbourne Investments, Inc.
Michael Delcolliano is a financial advisor at Westbourne Investments, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Westbourne Investments since 2010. Westbourne Investments provides investment management and financial planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, and institutions. The firm manages discretionary equity, fixed-income, and ETF portfolios, incorporating options strategies within approved risk levels and combines top-down macro analysis with bottom-up security selection.
Robert L
CFA®
Alexandria, VA
Westbourne Investments, Inc.
Robert Long is a CFA® charterholder with over a decade of industry experience. He is currently with Westbourne Investments, Inc. and also serves as managing partner and investment committee member at GarMark Partners, a private debt investment fund. Westbourne Investments provides investment management and financial planning services to individuals, pension plans, and institutions. The firm combines top-down macro analysis with bottom-up security selection and incorporates options strategies within defined risk parameters.
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