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WEST COAST CAPITAL MANAGEMENT, LLC
CRD 141981
1176 E WARNER RD, SUITE 218, GILBERT, AZ, 85296, United States
Phone
480-460-3790
Fax
480-393-1982
Registration
— (—)
Source
State registered
Total AUM
$21.0M
Discretionary AUM
$18.0M
Team
8 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 69 | $10.9M |
| High net worth individuals | 15 | $10.1M |
All web addresses on file
Official SEC filing: View on IAPD