Firm profile

Westshore Wealth

NEWPORT BEACH, CACRD 283843Registration Status: ApprovedEffective since December 1, 2016SEC # 801-108664Latest 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, 2 offices, and 848 accounts.

Assets Under Management

$662M

Employees

Offices

2 offices

Total Clients

207

Associated firm names

3 names listed

CAMINO CAPITAL ADVISORS LLC
WESTSHORE WEALTH, LLC
WESTSHORE WEALTH

Leadership

2 roles identified

CCORyan S. Ornellas

COORyan S. Ornellas

Advisory services offered

3 types reported

Financial Planning Services

Pension consulting services

Portfolio management for individuals and small businesses

Fee models offered

3 types reported

Asset based fees

Fixed fees

Hourly charges

Offices & Contact

Primary office

NEWPORT BEACH, California, United States

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

View locations

California

NEWPORT BEACHPrimary office

Texas

COPPELL

2 office records listed · 2 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Phone(949) 825-7505 WebsiteVisit website LinkedInView profile

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.

Client Coverage Demographics

Top client segmentHNWI represent 83.1% of total clients.

Top client categories% of clientsClients

HNWI

83.1%

172

Individuals

8.7%

Pension Plans

4.8%

Charitable

3.4%

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%)

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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%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%

TREVOR BLAKE BRYANTDirect owner · Schedule AInterest in WESTSHORE WEALTH

25% to < 50%

RYAN S BRIZENDINEDirect owner · Schedule AInterest in WESTSHORE WEALTH

25% to < 50%

ROB MARVIN SIGLERDirect owner · Schedule AInterest in WESTSHORE WEALTH

10% to < 25%

RYAN BYRON MCGUIREDirect owner · Schedule AInterest in WESTSHORE WEALTH

5% to < 10%

LANCE DOUGLAS JAMERSONDirect owner · Schedule AInterest in WESTSHORE WEALTH

< 5%

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Westshore Wealth.

No indirect ownership information reported in the source’s Schedule B.

Reported ownership and control details

Form ADV · Filing date 2026-03-30 · Schedules A and B

6 entries

#	Owner / person & role	Interest in entity	Reported interest	Control person	Title / status acquired	Source
1	TREVOR BLAKE BRYANTMANAGING MEMBERIndividual	WESTSHORE WEALTH	25% to less than 50%Code C	Yes	MANAGING MEMBER04/2016	Schedule APDF page 19
2	RYAN S BRIZENDINEMANAGING MEMBERIndividual	WESTSHORE WEALTH	25% to less than 50%Code C	Yes	MANAGING MEMBER04/2016	Schedule APDF page 19
3	RYAN Scott ORNELLASCHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICERIndividual	WESTSHORE WEALTH	Less than 5%Code NA	No	CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER11/2016	Schedule APDF page 19
4	RYAN BYRON MCGUIREMANAGING MEMBERIndividual	WESTSHORE WEALTH	5% to less than 10%Code A	No	MANAGING MEMBER10/2018	Schedule APDF page 19
5	ROB MARVIN SIGLERMANAGING MEMBERIndividual	WESTSHORE WEALTH	10% to less than 25%Code B	No	MANAGING MEMBER10/2018	Schedule APDF page 19
6	LANCE DOUGLAS JAMERSONMANAGING MEMBERIndividual	WESTSHORE WEALTH	Less than 5%Code NA	No	MANAGING MEMBER05/2022	Schedule APDF page 19

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 3/30/2026 1:54:00 PM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo

AFelonies2 No

In the past ten years, have you or any advisory affiliate:

A1Been convicted of or pleaded guilty or no contest to a felony?No
A2Been charged with a felony?No

BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
B2Been charged with a misdemeanor of the kind listed above?No

CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

C1Found you or an advisory affiliate made a false statement or omission?No
C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No

DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No

ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

E1Found you or an advisory affiliate made a false statement or omission?No
E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No

FProfessional authorizations1 No

FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No

GPending regulatory proceedings1 No

GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No

HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* 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.