NEWPORT BEACH, CACRD 283843Latest ADV March 30, 2026
Westshore Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Newport Beach, CA. Its latest Form ADV filing, dated March 30, 2026, reports $662M in regulatory assets under management, 10 employees, 1 office, and 848 accounts.
Assets Under Management
$662M
Employees
10
Offices
1 office
Total Clients
207
Primary office
NEWPORT BEACH, CA
4041 MACARTHUR BLVD., SUITE #160, NEWPORT BEACH, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 83.1% of total clients.
Top client categories% of clientsClients
1
HNWI
83.1%
172
2
Individuals
8.7%
18
3
Pension Plans
4.8%
10
4
Charitable
3.4%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$662Mas of March 30, 2026
Discretionary97.9%
$649M
98% of total RAUM97.9%
Non-discretionary2.1%
$14M
2% of total RAUM2.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$662M
Total Accounts848
10Y AUM Change+$555M (+519.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee21:1
10Y Employee Change+5 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.