WESTERLY INVESTMENTS, INC.

WESTERLY INVESTMENTS, INC. of NEWPORT BEACH, CA is an SEC-registered investment adviser (CRD 118383). Regulatory assets under management: $70.6M.

Registration

• CRD: 118383
• Type: Registered investment adviser
• Location: 2715 W. COAST HIGHWAY, NEWPORT BEACH, CA, 92663-4723
• Phone: 949-631-8599
• Latest filing: 2026-03-26
• Regulatory AUM: $70.6M
• Discretionary AUM: $70.6M
• Clients: 2
• Accounts: 54

Business model

Compensation: % of AUM.

Clients served: High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 118383 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search