LeadIQ logo
Learn more at LeadIQ.com

Westshore Wealth Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Westshore Wealth operates on a fee-only advisory model and maintains an independent stance as a registered investment adviser. Located in Newport Beach, California, the firm positions itself as a small, boutique outfit within the financial services sector. It offers tailored investment management and develops comprehensive financial plans that outline spending and saving targets to help clients reach their objectives.

Its estate and trust capabilities focus on transferring wealth in a tax-efficient way and incorporating charitable giving into legacy planning. With experience typically associated with larger firms, the practice functions in a boutique, multi-family-office setting to serve a carefully selected client base. It covers retirement planning and risk-aligned asset allocation as part of a cohesive financial strategy for clients.

Find Westshore Wealth employees' phone numbers or email addresses

Westshore Wealth Global Highlights

Location
Employees

North America
11

Minus sign iconPlus sign icon
  • United States Of America
    11

Westshore Wealth's Leadership

  • Stylized image of a person
    T. B.
    Co-Founder & Managing Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. J.
    Managing Director Of Financial Planning
    Phone icon
    Mobile Phone

Westshore Wealth Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Westshore Wealth

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    T. B.
    Co-Founder & Managing Director
    Phone icon
    Mobile Phone
    Jun 17, 2026
  • Stylized image of a person
    L. J.
    Managing Director Of Financial Planning
    Phone icon
    Mobile Phone
    Jun 08, 2026

Frequently Asked Questions

What is Westshore Wealth known for?

Minus sign iconPlus sign iconWestshore Wealth was founded in 2016 operates in the Financial Services industry. The company's main headquarters is located in 4041 Macarthur Boulevard Suite 160 Newport Beach, California 92660 United States. Explore Westshore Wealth's company overview page for more information.

What is Westshore Wealth's most common email format?

Minus sign iconPlus sign iconWestshore Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Westshore Wealth email formats with LeadIQ.

How many employees does Westshore Wealth have currently?

Minus sign iconPlus sign iconWestshore Wealth has approximately 10 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Westshore Wealth's key employees and leadership?

Minus sign iconPlus sign icon

As of June 2026, Westshore Wealth's key employees include:

  • Co-Founder & Managing Director: T. B.
  • Managing Director Of Financial Planning: L. J.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.