Patrick Walsh
Westbourne Investments · Winchester, Virginia
Patrick Walsh is a fee-only financial advisor at Westbourne Investments in Winchester, Virginia. Westbourne Investments reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Westbourne Investments |
|---|---|
| Based in | Winchester, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $276.4M across 393 accounts |
| SEC registration | Investment adviser representative in VA · CRD 3051297 |
| Exams passed | Series 65 (2017) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.westbourneinv.com |
| Profile |
How Patrick's firm compares
- Westbourne Investments's average account is about $703,000, from its Form ADV (assets managed divided by 393 accounts).
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Questions about Patrick
Is Patrick Walsh a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patrick holds no broker registration, and Westbourne Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Patrick charge for financial advice?
Patrick's firm, Westbourne Investments, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Patrick Walsh based?
Patrick Walsh is based in Winchester, Virginia.
Is Patrick Walsh registered with the SEC?
Yes. Patrick Walsh is registered as an investment adviser representative in VA (CRD 3051297), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Westbourne Investments manage?
Westbourne Investments reports $276.4M across 393 accounts in assets under management.
How do I contact Patrick Walsh?
Through Patrick's website, www.westbourneinv.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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