RIA Intel›Advisers›California›COAST WEALTH MANAGEMENT, INC.

COAST WEALTH MANAGEMENT, INC.

Advisory

N·SAN CLEMENTE, CA

Data as of Nov 13, 2012 · Source: SEC Form ADV

Total AUM

$35M

1-Year AUM Growth

+3.0%

3-Year CAGR

+9.5%

Employees

1

Assets Under Management

Total AUM$35M

Discretionary AUM$22M

Non-Discretionary AUM$13M

Discretionary %63.4%

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Filing History

Total Filings on Record15

First FilingJan 30, 2008

Latest FilingNov 13, 2012

🔒 Full AUM trend chart and 15 historical filings spanning 4+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on COAST WEALTH MANAGEMENT, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.