Managing Member · Westshore Wealth
Rob M. Sigler
CRD 2364256 · Named on Form ADV at one SEC-registered adviser
At a glance
Westshore Wealth, an SEC-registered wealth manager based in Newport Beach, CA with $662 million in regulatory assets, lists Rob M. Sigler on its Form ADV as Managing Member.
Firms and roles
- Westshore WealthManaging MemberWealth manager · Newport Beach, CA · $662M in regulatory assets
AtlasMembers
Rob’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Trevor B. BryantManaging Member, Westshore Wealth
- Ryan S BrizendineManaging Member, Westshore Wealth
- RYAN S. ORNELLASChief Compliance Officer & Chief Operating Officer, Westshore Wealth
- Ryan B. McGuireManaging Member, Westshore Wealth
- Lance D. JamersonManaging Member, Westshore Wealth
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Rob’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.