COAST WEALTH MANAGEMENT, INC.
Firm details
- Headquarters
- SAN CLEMENTE, California
- CRD number
- 129090
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Coast Wealth Management, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm focuses on serving individual and family clients, offering financial planning and portfolio management services for individuals and small businesses. Its fee approach combines a percentage-of-assets model with hourly charges for certain services. The firm is not positioned as a capital allocator and does not describe itself as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities55%
- Investment Grade Corp Bonds35%
- Cash & Cash Equivalents10%
Contacts
1 of 1MICHAEL VANDENBURG
President and FounderCRD 2654636
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN CLEMENTE, CA
ORANGE
Location
SAN CLEMENTE, CA
Headquartered in SAN CLEMENTE, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 302 N El Camino Real
- Time zone
- PT (UTC-8)
- Office locations
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