# Westshore Wealth

> 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.

- CRD: 283843
- Filed as: WESTSHORE WEALTH
- Legal name: Westshore Wealth, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Newport Beach, CA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/283843
- AdvisorCensus page: https://advisorcensus.com/firm/westshore-wealth-newport-beach-ca-283843

## Quick answers

**How is Westshore Wealth compensated?**
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).

**How much does Westshore Wealth charge?**
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 consulting services); Hourly rate: $250 to $750 an hour (these services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Westshore Wealth located?**
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).

**Is Westshore Wealth registered with the SEC or a state?**
Westshore Wealth is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 283843.

**How much does Westshore Wealth manage?**
Westshore Wealth reports $662,386,166 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (98% discretionary).

**How have Westshore Wealth's assets and staff changed since 2021?**
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.

**What types of clients does Westshore Wealth serve?**
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).

**Which custodians does Westshore Wealth use?**
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.

**Does Westshore Wealth report any disciplinary disclosures?**
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

**What changed in Westshore Wealth's recent Form ADV filings?**
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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Flat fee: $1,000 to $60,000 (creating client financial plans and ongoing financial consulting services)

> The negotiated fixed rate for creating client financial plans and ongoing financial consulting services is between $1,000 and $ 60,000.

- Hourly rate: $250 to $750 an hour (these services)

> The negotiated hourly fee for these services is between $250 and $750.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $662,386,166
- Discretionary: $648,533,820
- Non-discretionary: $13,852,346

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 18 | $4,123,529 |
| High net worth individuals | 172 | $648,073,668 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 10 | $6,065,615 |
| Charitable organizations | 7 | $4,123,354 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2016 (9 years)
- Employees: 10 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, ID, LA, NH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Coppell, TX

### Websites listed on Form ADV (Item 1.I)
- westshorewealth.com
- Facebook @WestshoreWealth
- LinkedIn @westshore-wealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $398,002,336 | 9 | March 11, 2021 |
| October 2022 | $390,929,759 | 8 | April 20, 2022 |
| October 2023 | $395,059,552 | 8 | March 29, 2023 |
| October 2024 | $473,758,053 | 8 | April 2, 2024 |
| October 2025 | $534,341,985 | 10 | March 28, 2025 |
| October 2026 | $662,386,166 | 10 | March 30, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 6 to 7.
- Regulatory assets under management went from $534,341,985 to $662,386,166 (+24%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Westshore Wealth (CRD 283843): Form ADV filing data as of October 2026.