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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

WESTSHORE WEALTH

WESTSHORE WEALTH, LLC, CRD 283843

NEWPORT BEACH, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:90a3d08b-ccf2-8fc9-1063-6601d7b25a02

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:21 PM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 3
On other graphs: 1
Observed: Nov 7, 2016 to Mar 30, 2026
24 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Westshore Wealth

Intermediary · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $662MItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $649M
Private client RAUM: $652MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $94.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 10
Advisory employees: 7
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 848
Individual clients: 18
High net worth clients: 172
SEC number: 801-108664
CIK: 1806366
CRD: 283843
Filings on the tape: 24
First filed: Nov 7, 2016
Latest filed: Mar 30, 2026
Organised: Limited Liability Company, CA
Website: westshorewealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
RYAN S BRIZENDINE	Certified Financial Planner	NEWPORT BEACH, CA	10	18	2	no
TREVOR BLAKE BRYANT	Certified Financial Planner\|Chartered Financial Analyst	Dallas, TX	10	19	2	no
RYAN BYRON MCGUIRE	Certified Financial Planner	Newport Beach, CA	7	18	5	no
LANCE DOUGLAS JAMERSON	Certified Financial Planner	Dallas, TX	7	25	5	no
BRIAN GREGORY SIGLER	n/a	NEWPORT BEACH, CA	1	16	2	no
ROB MARVIN SIGLER	n/a	NEWPORT BEACH, CA	0	32	n/a	no
RYAN Scott ORNELLAS	n/a	Newport Beach, CA	0	23	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BRIZENDINE, RYAN, S	MANAGING MEMBER	C	yes	04/2016	Nov 7, 2016	Apr 2, 2024
BRYANT, TREVOR, BLAKE	MANAGING MEMBER	C	yes	04/2016	Nov 7, 2016	Apr 2, 2024
JAMERSON, LANCE, DOUGLAS	MANAGING MEMBER	Na	no	05/2022	Apr 2, 2024	Apr 2, 2024
MCGUIRE, RYAN, BYRON	MANAGING MEMBER	Na	no	10/2018	Oct 5, 2018	Apr 2, 2024
ORNELLAS, RYAN, Scott	CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER	Na	no	11/2016	Nov 7, 2016	Apr 2, 2024
SIGLER, ROB, MARVIN	MANAGING MEMBER	A	no	10/2018	Oct 5, 2018	Apr 2, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Coppell	TX	United States	2	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$662M	$649M	10	7	1	n/a	n/a
2024	Mar 28, 2025	$534M	$516M	10	6	1	n/a	n/a
2023	Mar 26, 2024	$474M	$441M	8	6	1	n/a	n/a
2022	Mar 29, 2023	$395M	$363M	8	6	1	n/a	n/a
2021	Mar 23, 2022	$391M	$352M	8	6	1	n/a	n/a
2020	Mar 11, 2021	$398M	$390M	9	7	1	n/a	n/a
2019	Mar 20, 2020	$307M	$285M	9	7	1	n/a	n/a
2018	Mar 27, 2019	$259M	$230M	9	7	1	n/a	n/a
2017	Mar 26, 2018	$148M	$142M	5	5	1	n/a	n/a
2016	Jan 6, 2017	$107M	$103M	5	4	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	2	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$662M	$534M	24.0%	$395M	18.8%	10	10	1	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
RGT WEALTH ADVISORS	2	Jul 22, 2016	Jun 3, 2016	DALLAS, TX	Team lift out	Other	9.1%

Relationships

Registered with (8)

← RYAN Scott ORNELLASAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← ROB MARVIN SIGLERAdvisorregistration: current employment
Sep 29, 2025 to presentfactForm ADV
← BRIAN GREGORY SIGLERAdvisorregistration: current employment
Jun 30, 2025 to presentfactForm ADV
← LANCE DOUGLAS JAMERSONAdvisorregistration: current employment
Jan 26, 2019 to presentfactForm ADV
← RYAN BYRON MCGUIREAdvisorregistration: current employment
Dec 18, 2018 to presentfactForm ADV
← TREVOR BLAKE BRYANTAdvisorregistration: current employment
Jun 3, 2016 to presentfactForm ADV
← RYAN S BRIZENDINEAdvisorregistration: current employment
Jun 2, 2016 to presentfactForm ADV
← TYLER GREGORY BEESONAdvisorregistration: previous registration
Jan 2, 2018 to Sep 13, 2021factForm ADV

Owns (4)

← SIGLER, ROB, MARVINOwnerMANAGING MEMBER, ownership code A, individual
Oct 5, 2018 to Apr 2, 2024factForm ADV
← JAMERSON, LANCE, DOUGLASOwnerMANAGING MEMBER, ownership code NA, individual
Apr 2, 2024 to Apr 2, 2024factForm ADV
← ORNELLAS, RYAN, ScottOwnerCHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER, ownership code NA, individual
Nov 7, 2016 to Apr 2, 2024factForm ADV
← MCGUIRE, RYAN, BYRONOwnerMANAGING MEMBER, ownership code NA, individual
Oct 5, 2018 to Apr 2, 2024factForm ADV

Controls (2)

← BRYANT, TREVOR, BLAKEOwnerMANAGING MEMBER, ownership code C, individual
Nov 7, 2016 to Apr 2, 2024factForm ADV
← BRIZENDINE, RYAN, SOwnerMANAGING MEMBER, ownership code C, individual
Nov 7, 2016 to Apr 2, 2024factForm ADV

Moved with (1)

← RGT WEALTH ADVISORSRegistered adviser2 advisors, team lift out, same day
Jul 22, 2016 to Jun 3, 2016factForm ADV

Dated events

Occurred
Apr 2, 2024
Control person joined
Douglas Lance Jamerson (Managing Director) appeared on Schedule A of Westshore Wealth
Form ADVobserved 4 days ago
Occurred
Mar 27, 2019
Regulatory AUM changed
Westshore Wealth reported RAUM $258.5M, up 74% from $148.4M (2018-10-10 to 2019-03-27)
Form ADVobserved 4 days ago
$110M
Occurred
Nov 7, 2016
First Form ADV filing
Westshore Wealth filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:90a3d08b-ccf2-8fc9-1063-6601d7b25a02
First observed: Nov 7, 2016
Last observed: Mar 30, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WESTSHORE WEALTH

WESTSHORE WEALTH, LLC, CRD 283843

NEWPORT BEACH, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:90a3d08b-ccf2-8fc9-1063-6601d7b25a02

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:21 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

RYAN S BRIZENDINE

Certified Financial Planner

NEWPORT BEACH, CA

TREVOR BLAKE BRYANT

Certified Financial Planner|Chartered Financial Analyst

Dallas, TX

RYAN BYRON MCGUIRE

Certified Financial Planner

Newport Beach, CA

LANCE DOUGLAS JAMERSON

Certified Financial Planner

Dallas, TX

BRIAN GREGORY SIGLER

n/a

NEWPORT BEACH, CA

ROB MARVIN SIGLER

n/a

NEWPORT BEACH, CA

n/a

RYAN Scott ORNELLAS

n/a

Newport Beach, CA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BRIZENDINE, RYAN, S

MANAGING MEMBER

yes

04/2016

Nov 7, 2016

Apr 2, 2024

BRYANT, TREVOR, BLAKE

MANAGING MEMBER

yes

04/2016

Nov 7, 2016

Apr 2, 2024

JAMERSON, LANCE, DOUGLAS

MANAGING MEMBER

05/2022

Apr 2, 2024

MCGUIRE, RYAN, BYRON

MANAGING MEMBER

10/2018

Oct 5, 2018

Apr 2, 2024

ORNELLAS, RYAN, Scott

CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER

11/2016

Nov 7, 2016

Apr 2, 2024

SIGLER, ROB, MARVIN

MANAGING MEMBER

10/2018

Oct 5, 2018

Apr 2, 2024

City

State

Country

Employees

Also broker-dealer

Coppell

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$662M

$649M

n/a

2024

Mar 28, 2025

$534M

$516M

n/a

2023

Mar 26, 2024

$474M

$441M

n/a

2022

Mar 29, 2023

$395M

$363M

n/a

2021

Mar 23, 2022

$391M

$352M

n/a

2020

Mar 11, 2021

$398M

$390M

n/a

2019

Mar 20, 2020

$307M

$285M

n/a

2018

Mar 27, 2019

$259M

$230M

n/a

2017

Mar 26, 2018

$148M

$142M

n/a

2016

Jan 6, 2017

$107M

$103M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$662M

$534M

24.0%

$395M

18.8%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

RGT WEALTH ADVISORS

Jul 22, 2016

Jun 3, 2016

DALLAS, TX

Team lift out

Other

9.1%