Newport Beach, CA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Westshore Wealth
Team
Firm-wide stats for Westshore Wealth
Clients per advisor
27 Very LowAvg AUM per client
$3,432,617 Very HighHNW client ratio
91% Very HighAbout
Westshore Wealth provides portfolio management, comprehensive financial planning, and retirement plan consulting to individual clients (including high-net-worth individuals), pension and profit-sharing plans, and charitable organizations. Services include the development of Investment Policy Statements, discretionary portfolio management, model portfolios, and participant education for employer-sponsored retirement plans.
The firm establishes client-specific Investment Policy Statements and typically manages accounts on a discretionary basis, with quarterly portfolio reviews and monitoring tied to clients’ goals, tax considerations, and risk tolerances. Westshore tailors recommendations to individual restrictions and may engage independent managers to implement parts of a client’s strategy.
Distinctive among similar team firms is Westshore’s use of derivatives and more active strategies — including options (covered, uncovered, and spread strategies), short sales, and margin transactions — within separately managed accounts, which can increase market and leverage risk. The firm also combines traditional vehicles (mutual funds, ETFs, fixed income, and REITs) with less conventional offerings such as private placements, venture capital interests, commodities and precious‑metal exposures when appropriate.
Based on Westshore Wealth
Expertise
Based on Westshore Wealth
Location
4041 Macarthur Blvd., Suite #160
Newport Beach CA 92660
Advisors at this office
5
Advisors at this office
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