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, owner-operated registered investment adviser formed as an LLC and SEC-registered in 2016. The firm serves both individual and family clients as well as institutional relationships, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its compensation structure includes asset-based fees, hourly charges, and fixed fees. Westshore does not identify as an active ESG investor and is not flagged 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 7
Brian 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 49Active vs passive
$241M in ETFs
95%
$230M
5%
$11.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $68.5M | 91,690 | 28.39% |
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 Mac Arthur Blvd
- Time zone
- PT (UTC-8)
- Office locations
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