WESTSHORE WEALTH, LLC
Legal name: WESTSHORE WEALTH
CRD #283843 SEC #801-108664 NEWPORT BEACH, CA (949) 825-7505
SEC Registered
Total AUM
$534.3M
Discretionary
$515.9M
Employees
10
Clients
10
Accounts
735
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $534.3M | $515.9M | $18.5M | 10 | 4 |
| Apr 2024 | $473.8M | $441.1M | $32.6M | 8 | 8 |
| Mar 2024 | $473.8M | $441.1M | $32.6M | 8 | 8 |
| Mar 2023 | $395.1M | $362.7M | $32.4M | 8 | 0 |
| Apr 2022 | $390.9M | $352.2M | $38.8M | 8 | 7 |
| Mar 2022 | $390.9M | $352.2M | $38.8M | 8 | 7 |
| Mar 2021 | $398M | $389.9M | $8.1M | 9 | 3 |
| May 2020 | $307.2M | $284.5M | $22.7M | 9 | 3 |
| Mar 2020 | $307.2M | $284.5M | $22.7M | 9 | 3 |
| Mar 2019 | $258.5M | $230.3M | $28.2M | 9 | 0 |
| Oct 2018 | $148.4M | $142.2M | $6.2M | 5 | 0 |
| Oct 2018 | $148.4M | $142.2M | $6.2M | 5 | 0 |
| May 2018 | $148.4M | $142.2M | $6.2M | 5 | 0 |
| Mar 2018 | $148.4M | $142.2M | $6.2M | 5 | 0 |
| Sep 2017 | $138.5M | $132.5M | $6M | 5 | 26 |
| May 2017 | $107M | $103.2M | $3.8M | 5 | 26 |
| Jan 2017 | $107M | $103.2M | $3.8M | 5 | 26 |
| Nov 2016 | $104.7M | $101.5M | $3.2M | 5 | 200 |
| Nov 2016 | $104.7M | $101.5M | $3.2M | 3 | 200 |
DateMar 2025
Total AUM$534.3M
Discretionary$515.9M
Non-Disc.$18.5M
Employees10
Clients4
DateApr 2024
Total AUM$473.8M
Discretionary$441.1M
Non-Disc.$32.6M
Employees8
Clients8
DateMar 2024
Total AUM$473.8M
Discretionary$441.1M
Non-Disc.$32.6M
Employees8
Clients8
DateMar 2023
Total AUM$395.1M
Discretionary$362.7M
Non-Disc.$32.4M
Employees8
Clients0
DateApr 2022
Total AUM$390.9M
Discretionary$352.2M
Non-Disc.$38.8M
Employees8
Clients7
DateMar 2022
Total AUM$390.9M
Discretionary$352.2M
Non-Disc.$38.8M
Employees8
Clients7
DateMar 2021
Total AUM$398M
Discretionary$389.9M
Non-Disc.$8.1M
Employees9
Clients3
DateMay 2020
Total AUM$307.2M
Discretionary$284.5M
Non-Disc.$22.7M
Employees9
Clients3
DateMar 2020
Total AUM$307.2M
Discretionary$284.5M
Non-Disc.$22.7M
Employees9
Clients3
DateMar 2019
Total AUM$258.5M
Discretionary$230.3M
Non-Disc.$28.2M
Employees9
Clients0
DateOct 2018
Total AUM$148.4M
Discretionary$142.2M
Non-Disc.$6.2M
Employees5
Clients0
DateOct 2018
Total AUM$148.4M
Discretionary$142.2M
Non-Disc.$6.2M
Employees5
Clients0
DateMay 2018
Total AUM$148.4M
Discretionary$142.2M
Non-Disc.$6.2M
Employees5
Clients0
DateMar 2018
Total AUM$148.4M
Discretionary$142.2M
Non-Disc.$6.2M
Employees5
Clients0
DateSep 2017
Total AUM$138.5M
Discretionary$132.5M
Non-Disc.$6M
Employees5
Clients26
DateMay 2017
Total AUM$107M
Discretionary$103.2M
Non-Disc.$3.8M
Employees5
Clients26
DateJan 2017
Total AUM$107M
Discretionary$103.2M
Non-Disc.$3.8M
Employees5
Clients26
DateNov 2016
Total AUM$104.7M
Discretionary$101.5M
Non-Disc.$3.2M
Employees5
Clients200
DateNov 2016
Total AUM$104.7M
Discretionary$101.5M
Non-Disc.$3.2M
Employees3
Clients200