VENTURA COAST WEALTH MANAGEMENT

VENTURA COAST WEALTH MANAGEMENT of VENTURA, CA is an SEC-registered investment adviser (CRD 154280). Regulatory assets under management: $7.0M.

Registration

• CRD: 154280
• Type: Registered investment adviser
• Location: 1056 E. META STREET #103, VENTURA, CA, 93001-0001
• Phone: 805-643-9300
• Latest filing: 2026-03-31
• Regulatory AUM: $7.0M
• Non-discretionary AUM: $7.0M
• Clients: 1
• Accounts: 20

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 154280 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search