WESTSHORE WEALTH

Legal name: WESTSHORE WEALTH, LLC

CRD 283843File 801-108664

APPROVED

Retail clients

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$662.4M

Above cohort median (national)

Discretionary AUM

$648.5M

Non-discretionary $13.9M

Clients

207

848 accounts

Employees

Above cohort median in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Dec 1, 2016
Principal office: 4041 MACARTHUR BLVD., SUITE #160, NEWPORT BEACH, CA, 92660
Phone: (949) 825-7505
Website: HTTP://WWW.WESTSHOREWEALTH.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $662.4M
Discretionary AUM: $648.5M
Non-discretionary AUM: $13.9M
Discretionary accounts: 826
Non-discretionary accounts: 22
Total accounts: 848
AUM per client: $3.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	7	$4.1M
High net worth individuals	172	$648.1M
Pension and profit sharing plans	10	$6.1M
Individuals (other than high net worth individuals)	18	$4.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.