# WESTERLY INVESTMENTS, INC.

WESTERLY INVESTMENTS, INC. of NEWPORT BEACH, CA is an SEC-registered investment adviser.

## Registration

- CRD: 118383
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/118383/brochure
- Similar advisers: https://search.stillhousedata.com/firm/118383/similar
- Related entities: https://search.stillhousedata.com/firm/118383/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/118383

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.