WEST COAST FINANCIAL, LLC
CRD #104677 SEC #801-19093 SANTA BARBARA, CA 805-962-9131
SEC Registered Private Funds
Total AUM
$1.8B
Discretionary
$1.8B
Employees
42
Clients
--
Accounts
2,088
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.8B | $1.8B | $5.7M | 42 | 8 |
| Oct 2024 | $1.9B | $1.9B | $4.3M | 41 | 9 |
| Mar 2024 | $1.9B | $1.9B | $4.3M | 41 | 9 |
| Mar 2023 | $1.5B | $1.5B | $3.2M | 39 | 10 |
| Dec 2022 | $1.6B | $1.6B | $0 | 33 | 8 |
| Mar 2022 | $1.6B | $1.6B | $0 | 33 | 8 |
| Dec 2021 | $1.3B | $1.3B | $0 | 35 | 0 |
| Oct 2021 | $1.3B | $1.3B | $0 | 35 | 0 |
| Mar 2021 | $1.3B | $1.3B | $0 | 35 | 0 |
| Jun 2020 | $1.1B | $1.1B | $0 | 30 | 0 |
| Mar 2020 | $1.1B | $1.1B | $0 | 30 | 0 |
| Oct 2019 | $948.2M | $948.2M | $0 | 32 | 2 |
| May 2019 | $948.2M | $948.2M | $0 | 32 | 2 |
| Mar 2019 | $948.2M | $948.2M | $0 | 32 | 2 |
| Mar 2018 | $903.3M | $903.3M | $0 | 31 | 0 |
| Sep 2017 | $775M | $775M | $0 | 30 | 500 |
| Mar 2017 | $775M | $775M | $0 | 30 | 500 |
| Feb 2017 | $606.3M | $606.3M | $0 | 20 | 300 |
| Sep 2016 | $606.3M | $606.3M | $0 | 20 | 300 |
| Jun 2016 | $606.3M | $606.3M | $0 | 20 | 300 |
| Mar 2016 | $606.3M | $606.3M | $0 | 20 | 300 |
| Oct 2015 | $551M | $551M | $0 | 15 | 300 |
| Jul 2015 | $551M | $551M | $0 | 15 | 300 |
| May 2015 | $551M | $551M | $0 | 15 | 300 |
| Feb 2015 | $551M | $551M | $0 | 15 | 300 |
| Mar 2014 | $486.8M | $486.8M | $0 | 13 | 200 |
| Mar 2013 | $420.5M | $418M | $2.6M | 10 | 200 |
| Mar 2012 | $361.9M | $359.3M | $2.5M | 6 | 200 |
| Mar 2011 | $272.7M | $272.7M | $0 | 10 | -- |
| Mar 2010 | $258.9M | $258.9M | $0 | 5 | -- |
| Feb 2009 | $216.7M | $216.7M | $0 | 5 | -- |
| Feb 2008 | $260.4M | $260.4M | $0 | 5 | -- |
| Jan 2008 | $260.4M | $260.4M | $0 | 5 | -- |
| Feb 2007 | $237.5M | $237.5M | $0 | 5 | -- |
| Sep 2005 | $152.5M | $152.5M | $0 | 5 | -- |
| Apr 2002 | $118.3M | $118.3M | $0 | 5 | -- |
DateMar 2025
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$5.7M
Employees42
Clients8
DateOct 2024
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$4.3M
Employees41
Clients9
DateMar 2024
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$4.3M
Employees41
Clients9
DateMar 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$3.2M
Employees39
Clients10
DateDec 2022
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees33
Clients8
DateMar 2022
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees33
Clients8
DateDec 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees35
Clients0
DateOct 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees35
Clients0
DateMar 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees35
Clients0
DateJun 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees30
Clients0
DateMar 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees30
Clients0
DateOct 2019
Total AUM$948.2M
Discretionary$948.2M
Non-Disc.$0
Employees32
Clients2
DateMay 2019
Total AUM$948.2M
Discretionary$948.2M
Non-Disc.$0
Employees32
Clients2
DateMar 2019
Total AUM$948.2M
Discretionary$948.2M
Non-Disc.$0
Employees32
Clients2
DateMar 2018
Total AUM$903.3M
Discretionary$903.3M
Non-Disc.$0
Employees31
Clients0
DateSep 2017
Total AUM$775M
Discretionary$775M
Non-Disc.$0
Employees30
Clients500
DateMar 2017
Total AUM$775M
Discretionary$775M
Non-Disc.$0
Employees30
Clients500
DateFeb 2017
Total AUM$606.3M
Discretionary$606.3M
Non-Disc.$0
Employees20
Clients300
DateSep 2016
Total AUM$606.3M
Discretionary$606.3M
Non-Disc.$0
Employees20
Clients300
DateJun 2016
Total AUM$606.3M
Discretionary$606.3M
Non-Disc.$0
Employees20
Clients300
DateMar 2016
Total AUM$606.3M
Discretionary$606.3M
Non-Disc.$0
Employees20
Clients300
DateOct 2015
Total AUM$551M
Discretionary$551M
Non-Disc.$0
Employees15
Clients300
DateJul 2015
Total AUM$551M
Discretionary$551M
Non-Disc.$0
Employees15
Clients300
DateMay 2015
Total AUM$551M
Discretionary$551M
Non-Disc.$0
Employees15
Clients300
DateFeb 2015
Total AUM$551M
Discretionary$551M
Non-Disc.$0
Employees15
Clients300
DateMar 2014
Total AUM$486.8M
Discretionary$486.8M
Non-Disc.$0
Employees13
Clients200
DateMar 2013
Total AUM$420.5M
Discretionary$418M
Non-Disc.$2.6M
Employees10
Clients200
DateMar 2012
Total AUM$361.9M
Discretionary$359.3M
Non-Disc.$2.5M
Employees6
Clients200
DateMar 2011
Total AUM$272.7M
Discretionary$272.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$258.9M
Discretionary$258.9M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$216.7M
Discretionary$216.7M
Non-Disc.$0
Employees5
Clients--
DateFeb 2008
Total AUM$260.4M
Discretionary$260.4M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$260.4M
Discretionary$260.4M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$237.5M
Discretionary$237.5M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$152.5M
Discretionary$152.5M
Non-Disc.$0
Employees5
Clients--
DateApr 2002
Total AUM$118.3M
Discretionary$118.3M
Non-Disc.$0
Employees5
Clients--