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WESTSHORE WEALTH

NEWPORT BEACH, CA · CRD 283843 · IAPD ↗ · westshorewealth.com · (949) 825-7505

$662.4MRegulatory AUM
7Advisory reps
10Employees
4Clients
1-10Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2025 — WESTSHORE WEALTH notice-filed in FL, ID.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — WESTSHORE WEALTH crossed $500M in regulatory AUM ($473.8M -> $534.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
73
April 2024 — WESTSHORE WEALTH reports 101-250 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.