Westshore Wealth

Westshore Wealth (CRD# 283843) is a financial advisory firm headquartered in Newport Beach, CA. They manage $473,758,053 in 692 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
4041 Macarthur Blvd., Suite #160, Newport Beach, CA 92660
https://www.linkedin.com/company/westshore-wealth/
By the Numbers
  • Total Assets Under Management
    474
    MILLION
  • Total Number of Accounts
    692
    ACCOUNTS
  • Average Account Value
    $684,621
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, LA, NH, TX

Financial Advisors at Westshore Wealth
Showing 1 - 6 of 6 top financial advisors.
1
Ryan Brizendine, financial advisor Newport Beach CA
Ryan S. Brizendine
CRD#: 5397604
4041 Macarthur Blvd., Suite #160, Newport Beach, CA 92660

Ryan Brizendine (CRD# 5397604) is an Investment Advisor Representative working at Westshore Wealth in Newport Beach, CA and has over 16 years of experience in the finance industry.

2
Trevor Bryant, financial advisor Dallas TX
Trevor B. Bryant
CRD#: 5240858
8201 Preston Road, Suite 325, Dallas, TX 75225

Trevor Bryant (CRD# 5240858) is an Investment Advisor Representative working at Westshore Wealth in Dallas, TX and has over 16 years of experience in the finance industry.

3
Lance Jamerson, financial advisor Dallas TX
Lance D. Jamerson
CRD#: 4264435
8201 Preston Road, Suite 325, Dallas, TX 75225

Lance Jamerson (CRD# 4264435) is an Investment Advisor Representative working at Westshore Wealth in Dallas, TX and has over 23 years of experience in the finance industry.

4
Ryan McGuire, financial advisor Newport Beach CA
Ryan B. McGuire
CRD#: 5435181
4041 Macarthur Blvd., Suite #160, Newport Beach, CA 92660

Ryan McGuire (CRD# 5435181) is an Investment Advisor Representative working at Westshore Wealth in Newport Beach, CA and has over 16 years of experience in the finance industry.

5
Ryan Ornellas, financial advisor Newport Beach CA
Ryan S. Ornellas
CRD#: 4583520
4041 Macarthur Blvd., Suite #160, Newport Beach, CA 92660

Ryan Ornellas (CRD# 4583520) is an Investment Advisor Representative working at Westshore Wealth in Newport Beach, CA and has over 21 years of experience in the finance industry.

6
Rob Sigler, financial advisor Newport Beach CA
Rob M. Sigler
CRD#: 2364256
4041 Macarthur Blvd., Suite #160, Newport Beach, CA 92660

Rob Sigler (CRD# 2364256) is an Investment Advisor Representative working at Westshore Wealth in Newport Beach, CA and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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