$42.8M Total AUM
$8.2M Disc. AUM
-- 3Y CAGR
1 Employees
25 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-04-2003
- Office Locations
- 1
Office Locations
302 N EL Camino Real 212-C SAN Clemente CA
About Coast Wealth Management, Inc.
Coast Wealth Management, Inc. is a SAN Clemente-based RIA. The firm has been operating for 22 years. Managing $42.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
54 AVG AGE
$42.8M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
7.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Signal capital Foundation Delta
Investment Themes
Pathway Insight
Investment Vehicles
Glacier
Services
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Owner & Executives
MICHAEL WADE VANDENBURG
Chief Compliance Officer, Investment Advisor, President
- CRD
- #2654636
- Ownership
- 75% or more
(749) 517-9313
value.glacier@glaciercapital.com
in linkedin.com/in/prime-vertex
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,200,000 | $1,578,571 |
| Non-Discretionary | $34,550,000 | $1,275,000 |
| Total | $42,750,000 | $1,452,083 |
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Separately Managed Accounts
Total SMA Asset: $42,750,000
Equity - Exchange:
21.3% Corporate - Investment Grade:
40.8% Cash:
37.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,079,504,878 | 21.3% |
| Corporate - Investment Grade | $2,067,783,992 | 40.8% |
| Cash | $1,920,809,150 | 37.9% |
| Total | $5,068,098,020 | 100.0% |