{
  "crd_number": 283843,
  "slug": "westshore-wealth-newport-beach-ca-283843",
  "primary_business_name": "WESTSHORE WEALTH",
  "legal_name": "WESTSHORE WEALTH, LLC",
  "dbas": [],
  "city": "Newport Beach",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2016-12-01",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 662386166.0,
  "raum_discretionary": 648533820.0,
  "raum_non_discretionary": 13852346.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 10,
  "advisory_employees": 7,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 4123354.0,
      "count": 7
    },
    "individuals": {
      "raum": 4123529.0,
      "count": 18
    },
    "pension_profit_sharing": {
      "raum": 6065615.0,
      "count": 10
    },
    "high_net_worth_individuals": {
      "raum": 648073668.0,
      "count": 172
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "FL",
    "ID",
    "LA",
    "NH",
    "TX"
  ],
  "websites": [
    "https://facebook.com/WestshoreWealth",
    "https://linkedin.com/company/westshore-wealth",
    "https://westshorewealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/283843",
  "city_as_filed": "NEWPORT BEACH",
  "url": "https://advisorcensus.com/firm/westshore-wealth-newport-beach-ca-283843",
  "display_name": "Westshore Wealth",
  "summary": "Westshore Wealth is an SEC-registered investment advisory firm in Newport Beach, CA, registered since 2016, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Westshore Wealth (CRD 283843): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Westshore Wealth compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Westshore Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Westshore Wealth charge?",
      "a": "Its Form ADV Part 2A brochure dated March 30, 2026 states: Flat fee: $1,000 to $60,000 (creating client financial plans and ongoing financial…). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Westshore Wealth located?",
      "a": "Westshore Wealth's principal office is in Newport Beach, CA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Westshore Wealth registered with the SEC or a state?",
      "a": "Westshore Wealth is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 283843."
    },
    {
      "q": "How much does Westshore Wealth manage?",
      "a": "Westshore Wealth reports $662,386,166 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (98% discretionary)."
    },
    {
      "q": "How have Westshore Wealth's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Westshore Wealth: Regulatory assets under management: $398,002,336 in the October 2021 data and $662,386,166 in the October 2026 data, up 66%. Total employees: 9 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Westshore Wealth serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (172); individuals (other than high net worth individuals) (18); pension and profit sharing plans (but not the plan participants or government pension plans) (10)."
    },
    {
      "q": "Which custodians does Westshore Wealth use?",
      "a": "Westshore Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Westshore Wealth report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/283843"
    },
    {
      "q": "What changed in Westshore Wealth's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 6 to 7. Regulatory assets under management went from $534,341,985 to $662,386,166 (+24%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 398002336.0,
      "total_employees": 9,
      "filing_date": "2021-03-11"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 390929759.0,
      "total_employees": 8,
      "filing_date": "2022-04-20"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 395059552.0,
      "total_employees": 8,
      "filing_date": "2023-03-29"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 473758053.0,
      "total_employees": 8,
      "filing_date": "2024-04-02"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 534341985.0,
      "total_employees": 10,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 662386166.0,
      "total_employees": 10,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 6 to 7.",
        "Regulatory assets under management went from $534,341,985 to $662,386,166 (+24%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 30, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $1,000 to $60,000 (creating client financial plans and ongoing financial…)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $1,000 to $60,000 (creating client financial plans and ongoing financial…)"
        ],
        "quotes": [
          "The negotiated fixed rate for creating client financial plans and ongoing financial consulting services is between $1,000 and $ 60,000."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 1000.0,
          "max": 60000.0,
          "period": "one_time",
          "service": "creating client financial plans and ongoing financial consulting services"
        }
      ]
    },
    "quotes": [
      "The negotiated fixed rate for creating client financial plans and ongoing financial consulting services is between $1,000 and $ 60,000."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/westshore-wealth-newport-beach-ca-283843.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 18,
      "fewer_than_5": false,
      "raum": 4123529.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 172,
      "fewer_than_5": false,
      "raum": 648073668.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 10,
      "fewer_than_5": false,
      "raum": 6065615.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 7,
      "fewer_than_5": false,
      "raum": 4123354.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/283843",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}