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WESTSHORE WEALTH
4041 Macarthur Blvd.
Suite #160
Newport Beach, California 92660
Tel: (949) 825-7505
About WESTSHORE WEALTH
WESTSHORE WEALTH, formally registered with the SEC as WESTSHORE WEALTH. The firm was established in 12/01/2016. They have over 2 offices throughout the country.
WESTSHORE WEALTH is a Newport Beach, California based Financial Planning firm with nearly $473,758,053 assets under management, offering retirement planning & investment advisory services to 692 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 283843 |
| SEC# | 801-108664 |
| Assets Managed by Firm | $473,758,053 |
| No. of Clients | 692 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 692 | $473,758,053 |
| Individuals (other than high net worth individuals) | 16 | $2,499,660 |
| High net worth individuals | 167 | $461,425,246 |
| Pension and profit sharing plans | 12 | $9,339,695 |
| Charitable organizations | Fewer than 5 clients | $493,452 |
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