WESTSHORE WEALTH
Firm details
- Headquarters
- NEWPORT BEACH, California
- CRD number
- 283843
- Registered since
- December 1, 2016
- Website
- www.westshorewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI97.84%
- Pension & Profit Sharing Plans0.92%
- Individuals0.62%
- Charitable Organizations0.62%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Westshore Wealth is an independent Registered Investment Advisor organized as a limited liability company and SEC-registered in 2016. Its client base includes individuals and families as well as institutional clients. Core advisory services are financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm charges a mix of percentage-of-AUM fees alongside hourly and fixed-fee arrangements. Westshore does not identify itself as an active ESG investor in its filings and is not reported as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds66%
- Exchange Traded Equities12%
- State & Local Bonds11%
- Non-Exchange Traded Equities6%
- Cash & Cash Equivalents3%
Contacts
3 of 7BRIAN SIGLER
DirectorCRD 5697700
ROB SIGLER
Managing DirectorCRD 2364256
TREVOR BRYANT
Managing DirectorCRD 5240858
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 45Active vs passive
$218M in ETFs
94%
$206M
6%
$12.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $60.1M | 92,353 | 27.53% |
Location
NEWPORT BEACH, CA
ORANGE
Location
NEWPORT BEACH, CA
Headquartered in NEWPORT BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 4041 MacArthur Blvd
- Time zone
- PT (UTC-8)
- Office locations
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