# Ventura Coast Wealth Management

Ventura Coast Wealth Management is a Multi Family Office based in Ventura, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Ventura, United States
- **Region:** North America
- **Address:** Ventura, CA, United States
- **Assets under management:** Undisclosed
- **Website:** venturacoastwealth.com

## Regulatory record

- **CRD number:** 154280
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/154280

## About

VENTURA COAST WEALTH MANAGEMENT is a state-registered investment adviser in VENTURA, CA. It manages approximately $7 million in regulatory assets. The firm has 1 employee and 1 investment adviser.

## Sectors

- Wealth Management
- Financial Planning
- Investment Management

## Questions

### Who runs investment decisions at Ventura Coast Wealth Management?

Investment decisions are made by the firm's advisory team, which operates under a fiduciary standard. Specific names are not publicly listed on the firm's website.

### What investment stages does Ventura Coast Wealth Management typically target?

The firm focuses on wealth preservation and income generation, targeting mature assets such as public equities, investment-grade fixed income, and private real estate. Venture-stage or speculative investments are not noted.

### What sectors does Ventura Coast Wealth Management explicitly avoid?

The firm generally does not target high-risk sectors such as early-stage technology, biotech, or cryptocurrencies. Its conservative posture favors regulated, liquid, and income-producing investments.

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Last updated: 2026-07-06T01:24:28.192Z

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