# Coast Wealth Management

Coast Wealth Management is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** coastwealthmanagement.com

## Regulatory record

- **CRD number:** 129090
- **SEC file number:** 801-68833
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/129090

## About

COAST WEALTH MANAGEMENT, INC. is an SEC-registered investment adviser in SAN CLEMENTE, CA. The firm manages $43 million in assets, $8 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## Related profiles

- [CERES Financial Group](https://altss.com/profile/ceres-financial-group-inc)
- [Gulati Asset Management](https://altss.com/profile/gulati-asset-management-llc)

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Last updated: 2026-07-11T03:23:33.000Z

Canonical page: https://altss.com/profile/coast-wealth-management-inc

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