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WESTSHORE WEALTH
WESTSHORE WEALTH, LLC
CRD 283843 · SEC 801-108664
4041 MACARTHUR BLVD., SUITE #160, NEWPORT BEACH, CA, 92660, United States
Phone
(949) 825-7505
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$662.4M
Discretionary AUM
$648.5M
Team
10 total employees; 7 advisory reps; 4 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $4.1M |
| High net worth individuals | 172 | $648.1M |
| Pension/profit sharing plans | 10 | $6.1M |
| Charitable organizations | 7 | $4.1M |
States served
AZ, CA, ID, LA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD