COAST WEALTH MANAGEMENT, INC.
CRD #129090 SEC #801-68833 SAN CLEMENTE, CA 949-366-5885
SEC Registered
Total AUM
$34.9M
Discretionary
$22.1M
Employees
1
Clients
11
Accounts
24
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2012 | $34.9M | $22.1M | $12.8M | 1 | 11 |
| Nov 2012 | $34.9M | $22.1M | $12.8M | 1 | 11 |
| Oct 2012 | $34.9M | $22.1M | $12.8M | 1 | 11 |
| Oct 2012 | $34.9M | $22.1M | $12.8M | 1 | 11 |
| Sep 2012 | $34.9M | $22.1M | $12.8M | 1 | 11 |
| Sep 2012 | $34.9M | $22.1M | $12.8M | 1 | 11 |
| Aug 2012 | $34.9M | $22.1M | $12.8M | 1 | 11 |
| Jul 2012 | $34.9M | $22.1M | $12.8M | 1 | 11 |
| Jun 2012 | $34.9M | $22.1M | $12.8M | 1 | 11 |
| Mar 2011 | $33.8M | $20.3M | $13.6M | 5 | -- |
| Sep 2010 | $33.8M | $20.3M | $13.6M | 5 | -- |
| May 2010 | $25.8M | $20.3M | $5.6M | 5 | -- |
| Apr 2009 | $25.2M | $20.1M | $5M | 5 | -- |
| Jan 2008 | $27.4M | $21.2M | $6.2M | 5 | -- |
DateNov 2012
Total AUM$34.9M
Discretionary$22.1M
Non-Disc.$12.8M
Employees1
Clients11
DateNov 2012
Total AUM$34.9M
Discretionary$22.1M
Non-Disc.$12.8M
Employees1
Clients11
DateOct 2012
Total AUM$34.9M
Discretionary$22.1M
Non-Disc.$12.8M
Employees1
Clients11
DateOct 2012
Total AUM$34.9M
Discretionary$22.1M
Non-Disc.$12.8M
Employees1
Clients11
DateSep 2012
Total AUM$34.9M
Discretionary$22.1M
Non-Disc.$12.8M
Employees1
Clients11
DateSep 2012
Total AUM$34.9M
Discretionary$22.1M
Non-Disc.$12.8M
Employees1
Clients11
DateAug 2012
Total AUM$34.9M
Discretionary$22.1M
Non-Disc.$12.8M
Employees1
Clients11
DateJul 2012
Total AUM$34.9M
Discretionary$22.1M
Non-Disc.$12.8M
Employees1
Clients11
DateJun 2012
Total AUM$34.9M
Discretionary$22.1M
Non-Disc.$12.8M
Employees1
Clients11
DateMar 2011
Total AUM$33.8M
Discretionary$20.3M
Non-Disc.$13.6M
Employees5
Clients--
DateSep 2010
Total AUM$33.8M
Discretionary$20.3M
Non-Disc.$13.6M
Employees5
Clients--
DateMay 2010
Total AUM$25.8M
Discretionary$20.3M
Non-Disc.$5.6M
Employees5
Clients--
DateApr 2009
Total AUM$25.2M
Discretionary$20.1M
Non-Disc.$5M
Employees5
Clients--
DateJan 2008
Total AUM$27.4M
Discretionary$21.2M
Non-Disc.$6.2M
Employees5
Clients--