Coast Wealth Management, Inc.

Coast Wealth Management, Inc. (CRD# 129090) is a financial advisory firm headquartered in San Clemente, CA. They manage $34,850,000 in 24 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    24
    ACCOUNTS
  • Average Account Value
    $1,452,083
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Coast Wealth Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Michael W. Vandenburg
CRD#: 2654636
302 North El Camino Real, Suite 107, San Clemente, CA 92672
96
Wealthminder
score

Michael Vandenburg (CRD# 2654636) is an Investment Advisor Representative working at Coast Wealth Management, Inc. in San Clemente, CA and has over 21 years of experience in the finance industry. Michael Vandenburg has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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