← Back to search
WESTERLY INVESTMENTS, INC.
CRD 118383
2715 W. COAST HIGHWAY, NEWPORT BEACH, CA, 92663-4723, United States
Phone
949-631-8599
Fax
949-631-8577
Registration
— (—)
Source
State registered
Total AUM
$70.6M
Discretionary AUM
$70.6M
Team
2 total employees; 1 advisory reps; 3 broker-dealer reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Portfolio management (individuals)INVESTMENT CONSULTING / MONITORING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1 | $394K |
| High net worth individuals | 16 | $70.3M |
Official SEC filing: View on IAPD