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Michael Wade Vandenburg

COAST WEALTH MANAGEMENT, INC.·SAN CLEMENTE, California
Unclaimed Profile
302 NORTH EL CAMINO REAL, SAN CLEMENTE, CA 92672CRD# 2654636Firm CRD# 129090
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About

Michael Wade Vandenburg is a registered financial advisor based in SAN CLEMENTE, California, affiliated with COAST WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
COAST WEALTH MANAGEMENT, INC.
COAST WEALTH MANAGEMENT, INC.
AUM
$35M
Regulatory assets under management
Employees
1
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2654636
Firm CRD# 129090
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Michael Wade Vandenburg offer?
Michael Wade Vandenburg specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN CLEMENTE, California for a consultation.
What are Michael Wade Vandenburg's credentials?
Michael Wade Vandenburg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Wade Vandenburg located?
Michael Wade Vandenburg is based in SAN CLEMENTE, California, working with COAST WEALTH MANAGEMENT, INC.. Their office serves clients in the SAN CLEMENTE metropolitan area and surrounding communities.
How does Michael Wade Vandenburg charge for services?
Michael Wade Vandenburg's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COAST WEALTH MANAGEMENT, INC.?
COAST WEALTH MANAGEMENT, INC. has approximately 1 employees and manages $35M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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