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COAST WEALTH MANAGEMENT, INC.
CRD 129090 · SEC 801-68833
302 NORTH EL CAMINO REAL, SUITE C-212, SAN CLEMENTE, CA, 92672, United States
Phone
949-366-5885
Fax
949-366-5991
Registration
— (—)
Source
State registered
Total AUM
$42.8M
Discretionary AUM
$8.2M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-05-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 25 | $42.8M |
All web addresses on file
Official SEC filing: View on IAPD