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Building 2WESTSHORE WEALTH

Map pinNEWPORT BEACH, CA
Phone(949) 825-7505
NotebookSEC #801-108664
Total AUM
$662.4M
Employees
10
Clients
207

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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