Westshore Wealth, LLC
● SEC registered since 2016CRD 283843SEC# 801-108664Newport Beach, CA
Reg. AUM
$662.4M
Employees
10
Accounts
848
Location
Newport Beach, CA
Westshore Wealth, LLC assets under management
Westshore Wealth, LLC is a registered investment adviser overseen by the SEC based in Newport Beach, CA. The firm has been registered since 2016. It reports $662.4 million in regulatory assets under management and employs 10 people.
Westshore Wealth, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Lance Douglas Jamerson | Managing Member | Under 5% | 2022 |
| Rob Marvin Sigler | Managing Member | 10-25% | 2018 |
| Ryan Byron McGuire | Managing Member | 5-10% | 2018 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Westshore Wealth, LLC manage?
Westshore Wealth, LLC reports $662.4 million in regulatory assets under management on its Form ADV.
How many employees does Westshore Wealth, LLC have?
Westshore Wealth, LLC reports 10 employees.
Where is Westshore Wealth, LLC located?
Westshore Wealth, LLC is based in Newport Beach, CA and has been SEC-registered since 2016.
Does Westshore Wealth, LLC disclose fund performance?
Westshore Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4041 MacArthur Blvd., Suite #160, Newport Beach, CA 92660 |
| Phone | (949) 825-7505 |
| Fax | N/A |
| Office hours | 8:00a.m.-5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1806366 |
| Discloses disciplinary history | No |
Regulatory AUM
$662.4M▲ 24%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 41%
Larger than 59% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$662.4Mregulatory AUM
Discretionary $648.5MNon-discretionary $13.9M