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WEST COAST FINANCIAL WEALTH MANAGEMENT, INC

CRD 158644

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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1801 OAKLAND BLVD., SUITE 335, WALUT CREEK, CA, 94596, United States

Registration

— (—)

Source

State registered

Total AUM

$34.0M

Discretionary AUM

$0

Team

1 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-01-28

Disciplinary history

No

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Services

Financial planningLIFE INSURANCE & LONG TERM CARE

Client types

TypeClientsAUM
Individuals64$34.0M

All web addresses on file

Official SEC filing: View on IAPD