RIA Intel›Advisers›California›WESTERLY INVESTMENTS, INC.

WESTERLY INVESTMENTS, INC.

Advisory

NEWPORT BEACH, CA

Data as of Mar 26, 2026 · Source: SEC Form ADV

Rank in CA
#3,120
of 5,480 advisers by AUM
Average account
$1M
across 54 accounts
AUM per adviser
$71M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM
$71M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$71M
Discretionary AUM$71M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients17
Team
Total Employees2
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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