RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 21, 2025
Branch Offices
3

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
MURDY, CLAYTON, THOMASICHIEF COMPLIANCE OFFICERNA Control
MURDY, CLAYTON, THOMASICHIEF COMPLIANCE OFFICERNA Control
MURDY, CLAYTON, THOMASICHIEF COMPLIANCE OFFICERNA Control
MURDY, CLAYTON, THOMASICHIEF COMPLIANCE OFFICERNA Control
MURDY, CLAYTON, THOMASICHIEF COMPLIANCE OFFICERNA Control
MURDY, CLAYTON, THOMASICHIEF COMPLIANCE OFFICERNA Control
MURDY, CLAYTON, THOMASICHIEF COMPLIANCE OFFICERNA Control
MURDY, CLAYTON, THOMASICHIEF COMPLIANCE OFFICERNA Control
MURDY, CLAYTON, THOMASICHIEF COMPLIANCE OFFICERNA Control
MURDY, CLAYTON, THOMASICHIEF COMPLIANCE OFFICERNA Control
SHINN, JENNIFER, ELAINEIDIRECTOR OF OPERATIONSNA Control
SHINN, JENNIFER, ELAINEIDIRECTOR OF OPERATIONSNA Control
SHINN, JENNIFER, ELAINEIDIRECTOR OF OPERATIONSNA Control
SHINN, JENNIFER, ELAINEIDIRECTOR OF OPERATIONSNA Control
SHINN, JENNIFER, ELAINEIDIRECTOR OF OPERATIONSNA Control
SHINN, JENNIFER, ELAINEIDIRECTOR OF OPERATIONSNA Control
SHINN, JENNIFER, ELAINEIDIRECTOR OF OPERATIONSNA Control
SHINN, JENNIFER, ELAINEIDIRECTOR OF OPERATIONSNA Control
SHINN, JENNIFER, ELAINEIDIRECTOR OF OPERATIONSNA Control
SHINN, JENNIFER, ELAINEIDIRECTOR OF OPERATIONSNA Control
SHINN, JENNIFER, ELAINEIDIRECTOR OF OPERATIONSNA Control
SHINN, JENNIFER, ELAINEIDIRECTOR OF OPERATIONSNA Control
SHINN, JENNIFER, ELAINEIDIRECTOR OF OPERATIONSNA Control
SHINN, JENNIFER, ELAINEIDIRECTOR OF OPERATIONSNA Control
SHINN, JENNIFER, ELAINEIDIRECTOR OF OPERATIONSNA Control
VAN DEN BERGH, MEGAN, KENDALLICHIEF COMPLIANCE OFFICERNA
VAN DEN BERGH, MEGAN, KENDALLICHIEF COMPLIANCE OFFICERNA
VAN DEN BERGH, MEGAN, KENDALLICHIEF COMPLIANCE OFFICER, CLASS C MEMBERNA
VAN DEN BERGH, MEGAN, KENDALLICHIEF COMPLIANCE OFFICERNA
VAN DEN BERGH, MEGAN, KENDALLICHIEF COMPLIANCE OFFICERNA
WEINTRAUB, STEVEN, AIMANAGING MEMBER AND CHIEF INVESTMENT OFFICERD Control
WEINTRAUB, STEVEN, AIPRINCIPALD Control
YOSSEM, EUEGENE, DAVIDIPRESIDENT AND CHIEF COMPLIANCE OFFICERD Control
YOSSEM, EUEGENE, DAVIDIPRESIDENT/CCOD Control
YOSSEM, EUEGENE, DAVIDIMANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICERD Control
YOSSEM, EUEGENE, DAVIDIPRESIDENT AND CHIEF COMPLIANCE OFFICERD Control
YOSSEM, EUEGENE, DAVIDIPRESIDENT AND CHIEF COMPLIANCE OFFICERD Control
YOSSEM, EUEGENE, DAVIDIPRESIDENT AND CHIEF COMPLIANCE OFFICERD Control
YOSSEM, EUEGENE, DAVIDIPRESIDENTD Control
BSD PARTNERS, LPDECLASS A MEMBERC Control
BSD PARTNERS, LPDECLASS A MEMBERC Control
BSD PARTNERS, LPDECLASS A MEMBERC Control
BSD PARTNERS, LPDECLASS A MEMBERC Control
BSD PARTNERS, LPDECLASS A MEMBERC Control
BSD PARTNERS, LPDECLASS A MEMBERC Control
BSD PARTNERS, LPDECLASS A MEMBERC Control
BSD PARTNERS, LPDECLASS A MEMBERC Control
BSD PARTNERS, LPDECLASS A MEMBERC Control
BSD PARTNERS, LPDECLASS A MEMBERC Control
BSD PARTNERS, LPDECLASS A MEMBERC Control
BSD PARTNERS, LPDECLASS A MEMBERC Control
BSD PARTNERS, LPDECLASS A MEMBERC Control
BSD PARTNERS, LPDECLASS A MEMBERC Control
BSD PARTNERS, LPDECLASS A MEMBERC Control
BSD PARTNERS, LPDECLASS A MEMBERC Control
LLOYD, BRIAN, DENNISIMANAGING MEMBERC Control
LLOYD, BRIAN, DENNISICLASS B MEMBERC Control
LLOYD, BRIAN, DENNISICHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICERC Control
LLOYD, BRIAN, DENNISIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERC Control
LLOYD, BRIAN, DENNISICLASS B MEMBERC Control
LLOYD, BRIAN, DENNISIMANAGING MEMBERC Control
LLOYD, BRIAN, DENNISICLASS B MEMBERC Control
LLOYD, BRIAN, DENNISICHIEF COMPLIANCE OFFICERC Control
LLOYD, BRIAN, DENNISIMANAGING MEMBERC Control
LLOYD, BRIAN, DENNISICLASS B MEMBERC Control
LLOYD, BRIAN, DENNISICHIEF COMPLIANCE OFFICERC Control
LLOYD, BRIAN, DENNISIMANAGING MEMBERC Control
LLOYD, BRIAN, DENNISICLASS B MEMBERC Control
LLOYD, BRIAN, DENNISICHIEF COMPLIANCE OFFICERC Control
LLOYD, BRIAN, DENNISIMANAGING MEMBERC Control
LLOYD, BRIAN, DENNISICLASS B MEMBERC Control
LLOYD, BRIAN, DENNISICHIEF COMPLIANCE OFFICERC Control
LLOYD, BRIAN, DENNISIMANAGING MEMBERC Control
LLOYD, BRIAN, DENNISICLASS B MEMBERC Control
LLOYD, BRIAN, DENNISICHIEF COMPLIANCE OFFICERC Control
LLOYD, BRIAN, DENNISIMANAGING MEMBERC Control
LLOYD, BRIAN, DENNISICLASS B MEMBERC Control
LLOYD, BRIAN, DENNISIMANAGING MEMBERC Control
LLOYD, BRIAN, DENNISICLASS B MEMBERC Control
LLOYD, BRIAN, DENNISIMANAGING MEMBERC Control
LLOYD, BRIAN, DENNISICLASS B MEMBERC Control
LLOYD, BRIAN, DENNISIMANAGING MEMBERC Control
LLOYD, BRIAN, DENNISICLASS B & C MEMBER, MANAGING MEMBER (1/2011), CHIEF COMPLIANCE OFFICER (1/2017)C Control
LLOYD, BRIAN, DENNISICLASS B & C MEMBERC Control
WEINTRAUB REVOCABLE LIVING TRUSTDEMEMBERC Control
WEINTRAUB REVOCABLE LIVING TRUSTDEMEMBERC Control
WEINTRAUB, STEVEN, AIMANAGING MEMBER, CLASS A & B MEMBER, AND CHIEF INVESTMENT OFFICERC Control
WEINTRAUB, STEVEN, AIMANAGING MEMBER AND CHIEF INVESTMENT OFFICERC Control
WEINTRAUB, STEVEN, AIMANAGING MEMBER, CLASS A & B MEMBERC Control
WEINTRAUB, STEVEN, AIMANAGING MEMBER, CLASS A & B MEMBERC Control
WEINTRAUB, STEVEN, AIMANAGING MEMBER, CLASS A & B MEMBERC Control
WEINTRAUB, STEVEN, AIMANAGING MEMBER, CLASS A & B MEMBERC Control
WEINTRAUB, STEVEN, AIMANAGING MEMBER, CLASS A & B MEMBERC Control
WEINTRAUB, STEVEN, AIMANAGING MEMBER, CLASS A & B MEMBERC Control
WEINTRAUB, STEVEN, AIMANAGING MEMBER, CLASS A & B MEMBERC Control
WEINTRAUB, STEVEN, AIMANAGING MEMBER, CLASS B & C MEMBERC Control
WEINTRAUB, STEVEN, AIMANAGING MEMBER, CLASS A & B MEMBERC Control
WEINTRAUB, STEVEN, AIMANAGING MEMBER, CLASS A & B MEMBERC Control
WEINTRAUB, STEVEN, AIMANAGING MEMBER, CLASS B & C MEMBERC Control
WEINTRAUB, STEVEN, AIMANAGING MEMBER, CLASS B & C MEMBERC Control
WEINTRAUB, STEVEN, AIMANAGING MEMBER, CLASS B & C MEMBERC Control
WEINTRAUB, STEVEN, AIMANAGING MEMBER, CLASS B & C MEMBERC Control
WEINTRAUB, STEVEN, AIMANAGING MEMBER, CLASS B & C MEMBERC Control
WEINTRAUB, STEVEN, AIMANAGING MEMBER, CLASS B & C MEMBERC Control
WEINTRAUB, STEVEN, AIMANAGING MEMBER, CLASS B & C MEMBERC Control
WEINTRAUB, STEVEN, AIMANAGING MEMBER, CLASS B & C MEMBERC Control
WEINTRAUB, STEVEN, AIMANAGING MEMBER, CLASS B & C MEMBERC Control
WEINTRAUB, STEVEN, AIMANAGING MEMBER, CLASS B & C MEMBERC Control
WEINTRAUB, STEVEN, AIMANAGING MEMBER, CLASS B & C MEMBERC Control
WEINTRAUB, STEVEN, AIMANAGING MEMBER, CLASS B & C MEMBERC Control
WEINTRAUB, STEVEN, AIMANAGING MEMBER, CLASS B & C MEMBERC Control
WEINTRAUB, STEVEN, AIMANAGING MEMBER, CLASS B & C MEMBERC Control
WEINTRAUB, STEVEN, AIMANAGING MEMBER, CLASS B & C MEMBERC Control
WEINTRAUB, STEVEN, AIMANAGING MEMBER, TRUSTEE OF WEINTRAUB REVOCABLE LIVING TRUSTC Control
WEINTRAUB, STEVEN, AIMANAGING MEMBER, TRUSTEE OF WEINTRAUB REVOCABLE LIVING TRUSTC Control
YOSSEM, EUEGENE, DAVIDICLASS B MEMBERC
YOSSEM, EUEGENE, DAVIDICLASS B MEMBERC
YOSSEM, EUEGENE, DAVIDICLASS B MEMBERC
YOSSEM, EUEGENE, DAVIDICLASS B MEMBERC
YOSSEM, EUEGENE, DAVIDICLASS B MEMBERC
CRLS LIVING TRUSTDEMEMBERB
FERREIRA, JOSEPH, EUGENEIMEMBERB
GORE, DAVID, CHARLESICLASS B MEMBERB
GORE, DAVID, CHARLESICLASS B MEMBERB
GORE, DAVID, CHARLESICLASS B MEMBERB
GORE, DAVID, CHARLESICLASS B MEMBERB
GORE, DAVID, CHARLESICLASS B MEMBERB
GORE, DAVID, CHARLESICLASS B MEMBERB
GORE, DAVID, CHARLESICLASS B MEMBERB
GORE, DAVID, CHARLESICLASS B MEMBERB
GORE, DAVID, CHARLESICLASS B MEMBERB
GORE, DAVID, CHARLESICLASS B MEMBERB
KOCH, KRISTEN, ELIZABETHIMEMBER, TRUSTEE OF KRISTEN KOCH REVOCABLE TRUSTB
KOCH, KRISTEN, ELIZABETHIMEMBER, TRUSTEE OF KRISTEN KOCH REVOCABLE TRUSTB
KOCH, KRISTEN, ELIZABETHIMEMBER, TRUSTEE OF KRISTEN KOCH REVOCABLE TRUSTB
KRISTEN KOCH REVOCABLE TRUSTDEMEMBERB
KRISTEN KOCH REVOCABLE TRUSTDEMEMBERB
KRISTEN KOCH REVOCABLE TRUSTDEMEMBERB
LLOYD, BRIAN, DENNISICLASS B & C MEMBERB Control
LLOYD, BRIAN, DENNISIMANAGING MEMBERB Control
LLOYD, BRIAN, DENNISICLASS B & C MEMBERB Control
LLOYD, BRIAN, DENNISIMANAGING MEMBERB Control
LLOYD, BRIAN, DENNISICHIEF COMPLIANCE OFFICERB Control
LLOYD, BRIAN, DENNISICLASS B & C MEMBERB Control
LLOYD, BRIAN, DENNISIMANAGING MEMBERB Control
LLOYD, BRIAN, DENNISICHIEF COMPLIANCE OFFICERB Control
LLOYD, BRIAN, DENNISICLASS B & C MEMBERB Control
LLOYD, BRIAN, DENNISIMANAGING MEMBERB Control
LLOYD, BRIAN, DENNISICHIEF COMPLIANCE OFFICERB Control
LLOYD, BRIAN, DENNISICLASS B & C MEMBERB Control
LLOYD, BRIAN, DENNISIMANAGING MEMBERB Control
LLOYD, BRIAN, DENNISICHIEF COMPLIANCE OFFICERB Control
MURDY, CLAYTON, THOMASICHIEF COMPLIANCE OFFICER, MEMBER AND TRUSTEE OF CRLS LIVING TRUST (7/2016)B Control
RITTER, AARON, DAVIDICLASS B MEMBERB
RITTER, AARON, DAVIDICLASS B MEMBERB
RITTER, AARON, DAVIDICLASS B MEMBERB
RITTER, AARON, DAVIDICLASS B MEMBERB
RITTER, AARON, DAVIDICLASS B MEMBERB
RITTER, AARON, DAVIDICLASS B MEMBERB
RITTER, AARON, DAVIDICLASS B MEMBERB
RITTER, AARON, DAVIDICLASS B MEMBERB
RITTER, AARON, DAVIDICLASS B MEMBERB
RITTER, AARON, DAVIDICLASS B MEMBERB
WEINTRAUB REVOCABLE LIVING TRUSTDEMEMBERB Control
WEINTRAUB, STEVEN, AIMANAGING MEMBER, TRUSTEE OF WEINTRAUB REVOCABLE LIVING TRUSTB Control
YOSSEM, EUEGENE, DAVIDICLASS A & B MEMBERB
YOSSEM, EUEGENE, DAVIDIMANAGING MEMBERB Control
YOSSEM, EUEGENE, DAVIDICLASS A & B MEMBERB
YOSSEM, EUEGENE, DAVIDICLASS A & B MEMBERB Control
YOSSEM, EUEGENE, DAVIDICLASS A & B MEMBERB Control
YOSSEM, EUEGENE, DAVIDICLASS A & B MEMBERB Control
YOSSEM, EUEGENE, DAVIDICLASS A & B MEMBERB Control
YOSSEM, EUEGENE, DAVIDICLASS A & B MEMBERB Control
YOSSEM, EUEGENE, DAVIDICLASS A & B MEMBERB
YOSSEM, EUEGENE, DAVIDICLASS A & B MEMBERB
YOSSEM, EUEGENE, DAVIDICLASS A & B MEMBERB
YOSSEM, EUEGENE, DAVIDICLASS B MEMBERB
YOSSEM, EUEGENE, DAVIDICLASS B MEMBERB
YOSSEM, EUEGENE, DAVIDICLASS B MEMBERB
YOSSEM, EUEGENE, DAVIDICLASS B MEMBERB
YOSSEM, EUEGENE, DAVIDICLASS B MEMBERB
YOSSEM, EUEGENE, DAVIDICLASS B MEMBERB
YOSSEM, EUEGENE, DAVIDICLASS B MEMBERB
YOSSEM, EUEGENE, DAVIDICLASS B MEMBERB
YOSSEM, EUEGENE, DAVIDICLASS B MEMBERB
YOSSEM, EUEGENE, DAVIDICLASS B MEMBERB
YOSSEM, EUEGENE, DAVIDICLASS B MEMBERB
CORRIGAN, PATRICK, DANEIMEMBERA
CRLS LIVING TRUSTDEMEMBERA
CRLS LIVING TRUSTDEMEMBERA
FERREIRA, JOSEPH, EUGENEIMEMBERA
FERREIRA, JOSEPH, EUGENEIMEMBERA
GORE FAMILY TRUSTDEMEMBERA
GORE FAMILY TRUSTDEMEMBERA
GORE, DAVID, CHARLESICLASS B & C MEMBERA
GORE, DAVID, CHARLESICLASS B & C MEMBERA
GORE, DAVID, CHARLESICLASS B & C MEMBERA
GORE, DAVID, CHARLESICLASS B & C MEMBERA
GORE, DAVID, CHARLESICLASS B & C MEMBERA
GORE, DAVID, CHARLESICLASS B & C MEMBERA
GORE, DAVID, CHARLESICLASS B & C MEMBERA
GORE, DAVID, CHARLESICLASS B & C MEMBERA
GORE, DAVID, CHARLESICLASS B & C MEMBERA
GORE, DAVID, CHARLESICLASS B & C MEMBERA
GORE, DAVID, CHARLESICLASS B & C MEMBERA
GORE, DAVID, CHARLESICLASS B & C MEMBERA
GORE, DAVID, CHARLESICLASS B & C MEMBERA
GORE, DAVID, CHARLESICLASS B & C MEMBERA
GORE, DAVID, CHARLESICLASS B & C MEMBERA
GORE, DAVID, CHARLESICLASS B & C MEMBERA
GORE, DAVID, CHARLESIMEMBER, TRUSTEE OF GORE FAMILY TRUSTA
GORE, DAVID, CHARLESIMEMBER, TRUSTEE OF GORE FAMILY TRUSTA
MURDY, CLAYTON, THOMASICHIEF COMPLIANCE OFFICER, MEMBER AND TRUSTEE OF CRLS LIVING TRUST (7/2016)A Control
MURDY, CLAYTON, THOMASICHIEF COMPLIANCE OFFICER, MEMBER AND TRUSTEE OF CRLS LIVING TRUST (7/2016)A Control
RABUCK, JACKSON, PAULIMEMBERA
RUNNELS FAMILY TRUSTDEMEMBERA
RUNNELS, JEREMY, MICHAELIMEMBER, TRUSTEE OF RUNNELS FAMILY TRUSTA

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
WEINTRAUB, STEVEN, AIBSD PARTNERS, LPD Control
WEINTRAUB, STEVEN, AIBSD PARTNERS, LPD Control
WEINTRAUB, STEVEN, AIBSD PARTNERS, LPD Control
WEINTRAUB, STEVEN, AIBSD PARTNERS, LPD Control
WEINTRAUB, STEVEN, AIBSD PARTNERS, LPD Control
WEINTRAUB, STEVEN, AIBSD PARTNERS, LPD Control
WEINTRAUB, STEVEN, AIBSD PARTNERS, LPD Control
WEINTRAUB, STEVEN, AIBSD PARTNERS, LPD Control
WEINTRAUB, STEVEN, AIBSD PARTNERS, LPD Control
WEINTRAUB, STEVEN, AIBSD PARTNERS, LPD Control
WEINTRAUB, STEVEN, AIBSD PARTNERS, LPD Control
WEINTRAUB, STEVEN, AIBSD PARTNERS, LPD Control
WEINTRAUB, STEVEN, AIBSD PARTNERS, LPD Control
WEINTRAUB, STEVEN, AIBSD PARTNERS, LPD Control
WEINTRAUB, STEVEN, AIBSD PARTNERS, LPD Control
WEINTRAUB, STEVEN, AIBSD PARTNERS, LPD Control
YOSSEM, EUEGENE, DAVIDIBSD PARTNERS, LPD Control
YOSSEM, EUEGENE, DAVIDIBSD PARTNERS, LPD Control
YOSSEM, EUEGENE, DAVIDIBSD PARTNERS, LPD Control
YOSSEM, EUEGENE, DAVIDIBSD PARTNERS, LPD Control
YOSSEM, EUEGENE, DAVIDIBSD PARTNERS, LPD Control
YOSSEM, EUEGENE, DAVIDIBSD PARTNERS, LPD Control
YOSSEM, EUEGENE, DAVIDIBSD PARTNERS, LPD Control
YOSSEM, EUEGENE, DAVIDIBSD PARTNERS, LPD Control
YOSSEM, EUEGENE, DAVIDIBSD PARTNERS, LPD Control
YOSSEM, EUEGENE, DAVIDIBSD PARTNERS, LPD Control
YOSSEM, EUEGENE, DAVIDIBSD PARTNERS, LPD Control
YOSSEM, EUEGENE, DAVIDIBSD PARTNERS, LPD Control
YOSSEM, EUEGENE, DAVIDIBSD PARTNERS, LPD Control
YOSSEM, EUEGENE, DAVIDIBSD PARTNERS, LPD Control
YOSSEM, EUEGENE, DAVIDIBSD PARTNERS, LPD Control
YOSSEM, EUEGENE, DAVIDIBSD PARTNERS, LPD Control

Registrations

Federal

IA
Mar 21, 2025 REGISTERED

Notice Filings (17)

AZ CA CO FL ID IL KY LA MA MN NC NH NV NY OR TX WA

Address

1435 ANACAPA STREET
SANTA BARBARA, CA 93101
United States
Phone: 805-962-9131