COAST WEALTH MANAGEMENT, INC.

SAN CLEMENTE, California·1 registered advisor·CRD# 129090
SEC# 801-68833949-366-5885
01

Firm Overview

AUM
$35M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at COAST WEALTH MANAGEMENT, INC.

1 registered advisor
Michael Wade Vandenburg
SAN CLEMENTE, California
05

Office Locations

SAN CLEMENTE, California
1 advisor

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. COAST WEALTH MANAGEMENT, INC. (CRD# 129090) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.