# West Coast Financial Wealth Management, Inc

> West Coast Financial Wealth Management, Inc is a state-registered investment advisory firm in Walut Creek, CA, registered since 2011, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 28, 2026.

- CRD: 158644
- Filed as: WEST COAST FINANCIAL WEALTH MANAGEMENT, INC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Walut Creek, CA
- Filing period: October 2026
- Form ADV filing dated: January 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/158644
- AdvisorCensus page: https://advisorcensus.com/firm/west-coast-financial-wealth-management-inc-walut-creek-ca-158644

## Quick answers

**How is West Coast Financial Wealth Management, Inc compensated?**
On its Form ADV (Item 5.E, October 2026), West Coast Financial Wealth Management, Inc reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is West Coast Financial Wealth Management, Inc located?**
West Coast Financial Wealth Management, Inc's principal office is in Walut Creek, CA, according to its Form ADV.

**Is West Coast Financial Wealth Management, Inc registered with the SEC or a state?**
West Coast Financial Wealth Management, Inc is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 158644.

**How much does West Coast Financial Wealth Management, Inc manage?**
West Coast Financial Wealth Management, Inc reports $33,981,837 in regulatory assets under management in its Form ADV filing dated January 28, 2026 (0% discretionary).

**What types of clients does West Coast Financial Wealth Management, Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (64).

**Does West Coast Financial Wealth Management, Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/158644

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $33,981,837
- Discretionary: $0
- Non-discretionary: $33,981,837

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 64 | $33,981,837 |

### Advisory services (Item 5.G)
- Financial planning services
- Other

### Firm details
- Registered since: 2011 (15 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [wcfwealth.com](https://wcfwealth.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. West Coast Financial Wealth Management, Inc (CRD 158644): Form ADV filing data as of October 2026.