Westbound Equity Management, LLC: new SEC registration, $146M AUM, Palo Alto, CA
Westbound Equity Management, LLC (Palo Alto, California): new SEC registration, $146M AUM, Palo Alto, CA. Its amount of 146 is above the median of 134 (55th percentile). Dated 272 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 146 · 55th percentile of 1,149 NewRiaPulse records · 1.1x the median
Free preview: all 11 published fields of this record are shown below. Locked: 147 related CA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Westbound Equity Management, LLC |
| Legal name | Westbound Equity Management, LLC |
| CRD | 306955 |
| Status | Approved |
| Registered with the SEC | 2026-02-05 |
| Latest Form ADV filing | 2026-01-23 |
| Location | Palo Alto, CA, United States |
| Regulatory AUM | $146,180,175 |
| Accounts | 5 |
| Employees | 5 |
| Website | https://westboundequity.com/ |
| amount percentile | 55th of 1,149 (median 134, 1.1x median) |
| Peer records CSV (148 CA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-02-05
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Westbound Equity Management, LLC and 148 California peers
- California NewRiaPulse records like this one: 148
- Westbound Equity Management, LLC's amount: 55th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every California peer: $29,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $146M under management.
- Website on file.
What is the NewRiaPulse record for Westbound Equity Management, LLC in Palo Alto, California?
Westbound Equity Management, LLC received SEC registration as an investment adviser (2026-02-05) with $146,180,175 in regulatory assets under management, based in Palo Alto, CA.
How does Westbound Equity Management, LLC compare to other California NewRiaPulse records?
Its amount of 146 sits in the upper half (55th percentile) of 1,149 records; the median is 134. It is 272 days old; check the official source for later updates before acting.
Westbound Equity Management, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Westbound Equity Management, LLC | Palo Alto, CA | 146 | 55th | 2026-02-05 |
| Crosspoint Capital Management | Orinda, CA | 117 | 34th | 2026-09-22 |
| Wealthlynk, INC. | Fallbrook, CA | 112 | 27th | 2026-09-16 |
| Cs Tomasi Wealth Management | Costa Mesa, CA | 110 | 23rd | 2026-09-15 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.