Westshore Wealth Revenue
Financial Services • 
Newport Beach, California, United States • 1-10 Employees
Westshore Wealth revenue & valuation
| Annual revenue | $855,550 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,800,000 |
| Total funding | No funding |
Key Contacts at Westshore Wealth
Lance Jamerson
Managing Director Of Financial Planning
Ryan Brizendine
Managing Director
Trevor Bryant
Co-Founder & Managing Director
Ryan Ornellas
Director
Company overview
| Headquarters | 4041 MacArthur Blvd., Suite 160, Newport Beach, CA - CALIFORNIA 92660, US |
| Phone number | +19498257505 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Financial Planning, Investment Management, Family Office Services, Advanced Estate And Trust Advice |
| Founded | 2016 |
| Employees | 1-10 |
| Socials |
Westshore Wealth Email Formats
Westshore Wealth uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@westshorewealth.com), used 90.9% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@westshorewealth.com | 90.9% |
{first name}{last name} | johndoe@westshorewealth.com | 9.1% |
About Westshore Wealth
Westshore Wealth is a fee-only Registered Investment Advisory firm with an independent approach. We are not in the business of selling products nor do we work on commissions or accept referral payments from outside parties. What we do provide are services intended to assist our clients with every aspect of their financial lives. Whether you are on the continuum of planning and saving for retirement, worried about designing an asset allocation that delivers returns and volatility that match your risk tolerance, contemplating the tax efficient transference of wealth to future generations, or planning to establish a legacy through charitable giving, we can assist along the journey. Westshore provides a robust, bespoke investment management solution to our clients. We develop comprehensive financial plans to map out spending and savings targets to reach client goals. Finally, we specialize in advanced estate and trust strategies designed to allow our clients to transfer wealth tax efficiently. At Westshore Wealth, we bring big-firm experience and expertise to select group of clients in a boutique, multi-family-office setting. If you are interested in exploring if Westshore Wealth could be a fit for your financial needs, please reach out to inquiry@westshorewealth.com.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Westshore Wealth has 4 employees across 2 departments.
Departments
Number of employees
Funding Data
Westshore Wealth has never raised funding before.
Westshore Wealth Tech Stack
Discover the technologies and tools that power Westshore Wealth's digital infrastructure, from frameworks to analytics platforms.
Security
Security
Form builders
JavaScript libraries
JavaScript libraries
Maps
JavaScript libraries
JavaScript libraries
CDN
Font scripts
JavaScript libraries
Miscellaneous
United Kingdom
India
Australia
Romania
France
Frequently asked questions
4.8
40,000 users
