| 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 |
Westshore Wealth, LLC reports $534.3 million in regulatory assets under management on its Form ADV.
Westshore Wealth, LLC reports 10 employees.
Westshore Wealth, LLC is based in Newport Beach, CA and has been SEC-registered since 2016.
Westshore Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $515.9M |
| Non-discretionary | $18.5M |
| Total (RAUM) | $534.3M |