Westshore Wealth

Westshore Wealth (CRD# 283843) is a financial advisory firm headquartered in Newport Beach, CA. They manage $138,475,667 in 243 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    138
    MILLION
  • Total Number of Accounts
    243
    ACCOUNTS
  • Average Account Value
    $569,859
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Westshore Wealth
Showing 1 - 5 of 5 top financial advisors.
1
Ryan S. Brizendine
CRD#: 5397604
4041 Macarthur Blvd., Suite #160, Newport Beach, CA 92660
96
Wealthminder
score

Ryan Brizendine (CRD# 5397604) is an Investment Advisor Representative working at Westshore Wealth in Newport Beach, CA and has over 10 years of experience in the finance industry. Ryan Brizendine has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Trevor B. Bryant
CRD#: 5240858
4041 Macarthur Blvd., Suite #160, Newport Beach, CA 92660
96
Wealthminder
score

Trevor Bryant (CRD# 5240858) is an Investment Advisor Representative working at Westshore Wealth in Newport Beach, CA and has over 10 years of experience in the finance industry. Trevor Bryant has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Ryan B. McGuire
CRD#: 5435181
4041 Macarthur Blvd., Suite #160, Newport Beach, CA 92660
96
Wealthminder
score

Ryan McGuire (CRD# 5435181) is an Investment Advisor Representative working at Westshore Wealth in Newport Beach, CA and has over 10 years of experience in the finance industry. Ryan McGuire has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Ryan S. Ornellas
CRD#: 4583520
4041 Macarthur Blvd., Suite #160, Newport Beach, CA 92660
93
Wealthminder
score

Ryan Ornellas (CRD# 4583520) is an Investment Advisor Representative working at Westshore Wealth in Newport Beach, CA and has over 15 years of experience in the finance industry.

5
Tyler G. Beeson
CRD#: 4017626
8117 Preston Rd., Suite 300, Dallas, TX 75225
86
Wealthminder
score

Tyler Beeson (CRD# 4017626) is an Investment Advisor Representative working at Westshore Wealth in Dallas, TX and has over 18 years of experience in the finance industry. Tyler Beeson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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