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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| JAMERSON, LANCE, DOUGLAS | I | MANAGING DIRECTOR | NA | Control |
| JAMERSON, LANCE, DOUGLAS | I | MANAGING MEMBER | NA | |
| JAMERSON, LANCE, DOUGLAS | I | MANAGING MEMBER | NA | |
| MCGUIRE, RYAN, BYRON | I | MANAGING MEMBER | NA | |
| MCGUIRE, RYAN, BYRON | I | MANAGING MEMBER | NA | |
| MCGUIRE, RYAN, BYRON | I | MANAGING MEMBER | NA | |
| MCGUIRE, RYAN, BYRON | I | MANAGING MEMBER | NA | |
| MCGUIRE, RYAN, BYRON | I | MANAGING MEMBER | NA | |
| MCGUIRE, RYAN, BYRON | I | MANAGING MEMBER | NA | |
| MCGUIRE, RYAN, BYRON | I | MANAGING MEMBER | NA | |
| MCGUIRE, RYAN, BYRON | I | MANAGING MEMBER | NA | |
| MCGUIRE, RYAN, BYRON | I | MANAGING MEMBER | NA | |
| MCGUIRE, RYAN, BYRON | I | MANAGING MEMBER | NA | |
| MCGUIRE, RYAN, BYRON | I | MANAGING MEMBER | NA | |
| MCGUIRE, RYAN, BYRON | I | MANAGING MEMBER | NA | |
| ORNELLAS, RYAN, Scott | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | |
| ORNELLAS, RYAN, Scott | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | |
| ORNELLAS, RYAN, Scott | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | |
| ORNELLAS, RYAN, Scott | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | |
| ORNELLAS, RYAN, Scott | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | |
| ORNELLAS, RYAN, Scott | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | |
| ORNELLAS, RYAN, Scott | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | |
| ORNELLAS, RYAN, Scott | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | |
| ORNELLAS, RYAN, Scott | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | |
| ORNELLAS, RYAN, Scott | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | |
| ORNELLAS, RYAN, Scott | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | |
| ORNELLAS, RYAN, Scott | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | |
| ORNELLAS, RYAN, Scott | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | |
| ORNELLAS, RYAN, Scott | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | |
| ORNELLAS, RYAN, Scott | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | |
| ORNELLAS, RYAN, Scott | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | |
| ORNELLAS, RYAN, Scott | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | |
| ORNELLAS, RYAN, Scott | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | |
| ORNELLAS, RYAN, Scott | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | |
| ORNELLAS, RYAN, Scott | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | |
| ORNELLAS, RYAN, Scott | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | |
| ORNELLAS, RYAN, Scott | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | |
| ORNELLAS, RYAN, Scott | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | |
| SIGLER, ROB, MARVIN | I | MANAGING MEMBER | NA | |
| BRIZENDINE, RYAN, S | I | MANAGING MEMBER | D | Control |
| BRIZENDINE, RYAN, S | I | MANAGING DIRECTOR | D | Control |
| BRIZENDINE, RYAN, S | I | MANAGING MEMBER | D | Control |
| BRIZENDINE, RYAN, S | I | MANAGING MEMBER | D | Control |
| BRIZENDINE, RYAN, S | I | MANAGING MEMBER | D | Control |
| BRIZENDINE, RYAN, S | I | MANAGING MEMBER | D | Control |
| BRIZENDINE, RYAN, S | I | MANAGING MEMBER | D | Control |
| BRIZENDINE, RYAN, S | I | MANAGING MEMBER | D | Control |
| BRIZENDINE, RYAN, S | I | MANAGING MEMBER | D | Control |
| BRIZENDINE, RYAN, S | I | MANAGING MEMBER | D | Control |
| BRYANT, TREVOR, B | I | MANAGING DIRECTOR | D | Control |
| BRYANT, TREVOR, BLAKE | I | MANAGING MEMBER | D | Control |
| BRYANT, TREVOR, BLAKE | I | MANAGING MEMBER | D | Control |
| BRYANT, TREVOR, BLAKE | I | MANAGING MEMBER | D | Control |
| BRYANT, TREVOR, BLAKE | I | MANAGING MEMBER | D | Control |
| BRYANT, TREVOR, BLAKE | I | MANAGING MEMBER | D | Control |
| BRYANT, TREVOR, BLAKE | I | MANAGING MEMBER | D | Control |
| BRYANT, TREVOR, BLAKE | I | MANAGING MEMBER | D | Control |
| BRYANT, TREVOR, BLAKE | I | MANAGING MEMBER | D | Control |
| BRYANT, TREVOR, BLAKE | I | MANAGING MEMBER | D | Control |
| BRIZENDINE, RYAN, S | I | MANAGING MEMBER | C | Control |
| BRIZENDINE, RYAN, S | I | MANAGING MEMBER | C | Control |
| BRIZENDINE, RYAN, S | I | MANAGING MEMBER | C | Control |
| BRIZENDINE, RYAN, S | I | MANAGING MEMBER | C | Control |
| BRIZENDINE, RYAN, S | I | MANAGING MEMBER | C | Control |
| BRIZENDINE, RYAN, S | I | MANAGING MEMBER | C | Control |
| BRIZENDINE, RYAN, S | I | MANAGING MEMBER | C | Control |
| BRIZENDINE, RYAN, S | I | MANAGING MEMBER | C | Control |
| BRIZENDINE, RYAN, S | I | MANAGING MEMBER | C | Control |
| BRIZENDINE, RYAN, S | I | MANAGING MEMBER | C | Control |
| BRIZENDINE, RYAN, S | I | MANAGING MEMBER | C | Control |
| BRIZENDINE, RYAN, S | I | MANAGING MEMBER | C | Control |
| BRIZENDINE, RYAN, S | I | MANAGING MEMBER | C | Control |
| BRYANT, TREVOR, BLAKE | I | MANAGING MEMBER | C | Control |
| BRYANT, TREVOR, BLAKE | I | MANAGING MEMBER | C | Control |
| BRYANT, TREVOR, BLAKE | I | MANAGING MEMBER | C | Control |
| BRYANT, TREVOR, BLAKE | I | MANAGING MEMBER | C | Control |
| BRYANT, TREVOR, BLAKE | I | MANAGING MEMBER | C | Control |
| BRYANT, TREVOR, BLAKE | I | MANAGING MEMBER | C | Control |
| BRYANT, TREVOR, BLAKE | I | MANAGING MEMBER | C | Control |
| BRYANT, TREVOR, BLAKE | I | MANAGING MEMBER | C | Control |
| BRYANT, TREVOR, BLAKE | I | MANAGING MEMBER | C | Control |
| BRYANT, TREVOR, BLAKE | I | MANAGING MEMBER | C | Control |
| BRYANT, TREVOR, BLAKE | I | MANAGING MEMBER | C | Control |
| BRYANT, TREVOR, BLAKE | I | MANAGING MEMBER | C | Control |
| BRYANT, TREVOR, BLAKE | I | MANAGING MEMBER | C | Control |
| SIGLER, ROB, MARVIN | I | MANAGING MEMBER | B | |
| MCGUIRE, RYAN, BYRON | I | MANAGING MEMBER | A | |
| SIGLER, ROB, MARVIN | I | MANAGING MEMBER | A | |
| SIGLER, ROB, MARVIN | I | MANAGING MEMBER | A | |
| SIGLER, ROB, MARVIN | I | MANAGING MEMBER | A | |
| SIGLER, ROB, MARVIN | I | MANAGING MEMBER | A | |
| SIGLER, ROB, MARVIN | I | MANAGING MEMBER | A | |
| SIGLER, ROB, MARVIN | I | MANAGING MEMBER | A | |
| SIGLER, ROB, MARVIN | I | MANAGING MEMBER | A | |
| SIGLER, ROB, MARVIN | I | MANAGING MEMBER | A | |
| SIGLER, ROB, MARVIN | I | MANAGING MEMBER | A | |
| SIGLER, ROB, MARVIN | I | MANAGING MEMBER | A | |
| SIGLER, ROB, MARVIN | I | MANAGING MEMBER | A |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (7)
AZ CA FL ID LA NH TX
Address
4041 MACARTHUR BLVD.SUITE #160
NEWPORT BEACH, CA 92660
United States
Phone: (949) 825-7505