Coastal Private Wealth Management, LLC

Coastal Private Wealth Management, LLC (CRD# 173052) is a financial advisory firm headquartered in Simi Valley, CA. They manage $1,500,000 in 10 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $150,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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 Coastal Private Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Quinn P. Ellis
CRD#: 6424200
159 Parrot Lane, Simi Valley, CA 93065
88
Wealthminder
score

Quinn Ellis (CRD# 6424200) is an Investment Advisor Representative working at Coastal Private Wealth Management, LLC in Simi Valley, CA and has over 2 years of experience in the finance industry.

2
Kenneth R. Ogan
CRD#: 2263901
159 Parrot Lane, Simi Valley, CA 93065
29
Wealthminder
score

Kenneth Ogan (CRD# 2263901) is an Investment Advisor Representative working at Coastal Private Wealth Management, LLC in Simi Valley, CA and has over 13 years of experience in the finance industry.

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