WEST COAST FINANCIAL WEALTH MANAGEMENT, INC

WEST COAST FINANCIAL WEALTH MANAGEMENT, INC of WALUT CREEK, CA is an SEC-registered investment adviser (CRD 158644). Regulatory assets under management: $34.0M.

Registration

• CRD: 158644
• Type: Registered investment adviser
• Location: 1801 OAKLAND BLVD., WALUT CREEK, CA, 94596
• Phone: 925-939-4436
• Latest filing: 2026-01-28
• Regulatory AUM: $34.0M
• Non-discretionary AUM: $34.0M
• Clients: 1
• Accounts: 68

Business model

Compensation: % of AUM.

Clients served: Individuals, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 158644 on SEC IAPD (source of record)
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