Westshore Wealth
Westshore Wealth is an SEC-registered wealth manager in Newport Beach, CA with $662.4M assets under management (AUM, regulatory AUM), +24% over one year. See who owns Westshore Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 283843, SEC 801-108664, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $662.4M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- Newport Beach, CA
- Employees
- 10
- Clients
- 207
- CRD
- 283843
- Ownership
- BRYANT, TREVOR, BLAKE; SIGLER, ROB, MARVIN; BRIZENDINE, RYAN, S; MCGUIRE, RYAN, BYRON; ORNELLAS, RYAN, Scott
How much AUM does Westshore Wealth have?
Westshore Wealth reported $662.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Westshore Wealth?
Disclosed owners and executives of Westshore Wealth include BRYANT, TREVOR, BLAKE, SIGLER, ROB, MARVIN, BRIZENDINE, RYAN, S, MCGUIRE, RYAN, BYRON, ORNELLAS, RYAN, Scott. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.