SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Westshore Wealth
Newport Beach, CA
Westshore Wealth, LLC, CRD 283843
Firm filing updated March 30, 2026 ·
- $662.4MAssets
- 207Clients
- 7Advisory staff
- 848Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals172
- Individuals18
- Pension and profit sharing plans10
- Charities7
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 18 | $4.1 million |
| High net worth individuals | 172 | $648.1 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 10 | $6.1 million |
| Charitable organizations | 7 | $4.1 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Assets and accounts
- Regulatory assets$662.4 million
- Accounts848
- Discretionary$648.5 million · 826 accounts
- Non-discretionary$13.9 million · 22 accounts
People
- Employees10
- Advisory staff7
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients1 to 10
Advisors
5 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Westshore Wealth, LLC SEC-registered investment advisor. CRD 283843, SEC file 801-108664.
- Registered with the SEC as an investment advisor (status date on record: December 1, 2016).
Is Westshore Wealth a fiduciary?
Short answer: Westshore Wealth is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.