This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-03-2016
- Office Locations
- 2
Office Locations
About Westshore Wealth
Westshore Wealth is a boutique wealth management firm providing customized planning and investment management for individuals and families. The team focuses on organizing the full financial picture—cash flow, taxes, risk management and investments—then advocating and executing as an accountability partner. Investment work centers on asset allocation and portfolio construction using ETFs and mutual funds, alongside estate and charitable planning. Offices in Newport Beach and Dallas; custody commonly at Schwab and Fidelity.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
RYAN S BRIZENDINE
Managing Director, Managing Member
- CRD
- #5397604
- Ownership
- 25% but less than 50%
TREVOR BLAKE BRYANT
Managing Director, Managing Member
- CRD
- #5240858
- Ownership
- 25% but less than 50%
Showing 2 of 6 owners & executives
Unlock allContacts
BRIAN GREGORY SIGLER
--
- CRD
- #5697700
Showing 1 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $648,533,820 | $785,150 |
| Non-Discretionary | $13,852,346 | $629,652 |
| Total | $662,386,166 | $781,116 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing