SEC Form ADV · CIK 1806366

WESTSHORE WEALTH

Registered Investment AdviserCA
$662.4M
Assets Under Management
4
Total Clients
10
Employees
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Registration Details

CIK
1806366
Accession
crd-283843
Location
NEWPORT BEACH, CA
Filing Date
March 30, 2026
AUM
$662.4M
Total Clients
4
Institutional Clients
17
Employees
10
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable Organizations

About this Adviser

WESTSHORE WEALTH is a registered investment adviser headquartered in NEWPORT BEACH, CA, managing approximately $662.4M in assets across 4 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.