Unclaimed Profile

Michael Wade Vandenburg

COAST WEALTH MANAGEMENT, INC.·SAN CLEMENTE, California

Series 7, Series 8, Series 63, Series 65Clean record26 years registeredCOAST WEALTH MANAGEMENT, INC.

302 NORTH EL CAMINO REAL, SAN CLEMENTE, CA 92672CRD# 2654636Firm CRD# 129090

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Wade Vandenburg · SAN CLEMENTE, CA

Registration

CRD #2654636 · COAST WEALTH MANAGEMENT, INC. · 26 years registered

Brand Profile

Not yet started

Career History

COAST WEALTH MANAGEMENT, INC.

Jan 2019 – present

COAST WEALTH MANAGEMENT, INC.

May 2018 – Dec 2018

SAN CLEMENTE, CA

COAST WEALTH MANAGEMENT, INC.

Jan 2014 – Dec 2017

SAN CLEMENTE, CA

COAST WEALTH MANAGEMENT, INC.

Dec 2003 – Dec 2013

SAN CLEMENTE, CA

CHARLES SCHWAB & CO., INC.

Nov 1999 – Jun 2002

LAGUNA HILLS, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 8

Series 63

Series 65

Registration record

First registered · November 23, 1999

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COAST WEALTH MANAGEMENT, INC.

CRD 129090 · SEC 801-68833

AUM

$35M

Regulatory assets under management

Employees

24 client accounts

Services offered by COAST WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at COAST WEALTH MANAGEMENT, INC. →

Introduction

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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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