Westshore Wealth

CRD 283843 · Newport Beach, CA · $662.4M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 283843
SEC number: 801-108664
Firm type: RIA
Assets under management: $662.4M as of Mar 30, 2026
Website: www.westshorewealth.com ↗
Phone: (949) 825-7505
Address: 4041 Macarthur Blvd., Newport Beach, CA, 92660

Advisors at this firm

7 in our index · page 1 of 1

Ryan S BrizendineCRD 5397604 · Newport Beach, CA

IA Registered
Trevor Blake BryantCRD 5240858 · Dallas, TX

IA Registered
Lance Douglas JamersonCRD 4264435 · Dallas, TX

IA Registered
Ryan Byron McguireCRD 5435181 · Newport Beach, CA

IA Registered
Ryan Scott OrnellasCRD 4583520 · Newport Beach, CA

IA RegisteredRegistration inactive
Brian Gregory SiglerCRD 5697700 · Newport Beach, CA

IA RegisteredRegistration inactive

Disclosure event(s) on record
Rob Marvin SiglerCRD 2364256 · Newport Beach, CA

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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