WESTSHORE WEALTH, LLC
Doing business as WESTSHORE WEALTH. SEC Form ADV profile.
Total regulatory AUM
$662,386,166
Discretionary
$648,533,820
Non-discretionary
$13,852,346
Firm details
- CRD number
- 283843
- SEC file number
- 801-108664
- Main office
- NEWPORT BEACH, CA, United States
- Employees
- 10
- SEC status
- Approved
- Website
- HTTP://WWW.WESTSHOREWEALTH.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.