COAST WEALTH MANAGEMENT, INC.

COAST WEALTH MANAGEMENT, INC. of SAN CLEMENTE, CA is an SEC-registered investment adviser (CRD 129090). Regulatory assets under management: $42.8M.

Registration

• CRD: 129090
• SEC file number: 801-68833
• Type: Registered investment adviser
• Location: 302 NORTH EL CAMINO REAL, SAN CLEMENTE, CA, 92672
• Phone: 949-366-5885
• Latest filing: 2026-05-20
• Regulatory AUM: $42.8M
• Discretionary AUM: $8.2M
• Non-discretionary AUM: $34.5M
• Clients: 1
• Accounts: 25

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
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• This page as markdown (for LLM agents)
• CRD 129090 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search