RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Oct 5, 2012
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
VANDENBURG, MICHAEL, WADEIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
VANDENBURG, MICHAEL, WADEIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
VANDENBURG, MICHAEL, WADEIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
VANDENBURG, MICHAEL, WADEIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
VANDENBURG, MICHAEL, WADEIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
VANDENBURG, MICHAEL, WADEIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
VANDENBURG, MICHAEL, WADEIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
VANDENBURG, MICHAEL, WADEIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
VANDENBURG, MICHAEL, WADEIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
VANDENBURG, MICHAEL, WADEIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
VANDENBURG, MICHAEL, WADEIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
VANDENBURG, MICHAEL, WADEIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
VANDENBURG, MICHAEL, WADEIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
VANDENBURG, MICHAEL, WADEIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
VANDENBURG, MICHAEL, WADEIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
VANDENBURG, MICHAEL, WADEIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
VANDENBURG, MICHAEL, WADEIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Oct 5, 2012 REGISTERED

Notice Filings (1)

CA

Address

302 NORTH EL CAMINO REAL
SUITE 107
SAN CLEMENTE, CA 92672
United States
Phone: 949-366-5885