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CRD: 158644
West Coast Financial Wealth Management, INC
$34.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
64 ADV. Clients
14 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Assetmark
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-19-2011
- Office Locations
- 1
Office Locations
1801 Oakland Blvd. Suite 335 Walut Creek CA
About West Coast Financial Wealth Management, INC
West Coast Financial Wealth Management is a Walnut Creek, CA registered investment advisor serving retail clients, including business owners. The firm provides financial planning and portfolio management across ETFs, mutual funds, and fixed income, with an emphasis on asset allocation and risk management. Operates on the AssetMark platform.
Team overview
56 AVG AGE
$34.0M AVG AUM / ADVISOR
$531.0K AVG AUM / CLIENT
14.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
Y
YOAV KARNI
Managing Member, Registered Investment Advisor
- CRD
- #2034780
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $33,981,837 | -- |
| Total | $33,981,837 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Corporate - Investment Grade:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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