What departments does South Coast Wealth Management have?

South Coast Wealth Management has employees across 2 departments including Operations, Finance.

What is the largest department at South Coast Wealth Management?

The largest department at South Coast Wealth Management is Finance with 3 employees.

Where are South Coast Wealth Management employees located globally?

South Coast Wealth Management has employees across 2 continents and 2 countries including United States Of America, Australia.

How has South Coast Wealth Management's team size changed over time?

South Coast Wealth Management's team has decreased from approximately 3 to 2 employees based on available data.

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South Coast Wealth Management Employee Directory

Investment ManagementCalifornia, United States11-50 Employees

South Coast Wealth Management operates in the investment management industry and is located at 43 Coporate Park Suite 201, Irvine, California 92606, United States. It provides wealth management services that integrate investment management with a lifestyle blueprint, tailoring portfolio construction to individual client needs. As fiduciaries, the firm identifies risks and applicable risk controls over the investment time horizon. The firm emphasizes a philosophy of Upside Participation and Downside Protection, using asset allocation techniques and alternative asset classes to reduce portfolio volatility and potentially enhance returns. The company functions as a registered DBA used by affiliates with National Securities Corp, a registered broker-dealer and member FINRA/SIPC; revenue is reported in the range of $1 million to $10 million, and it has 11 to 50 employees.

South Coast Wealth Management Global Highlights

North America
9

United States Of America
9

Oceania
1

Australia
1

South Coast Wealth Management's Leadership

J. L.
Manager, Operations
Mobile Phone
Email
K. A.
Financial Adviser
Mobile Phone
Email
J. C.
Lpl Financial Advisor
Mobile Phone
Email
N. S.
Financial Services Professional
Mobile Phone
Email
M. W.
Mobile Phone
Email

South Coast Wealth Management Employee Metrics

100%

50%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from South Coast Wealth Management

Name

Title

Contact Info

Location

Last Update

J. L.
Manager, Operations
Mobile Phone
Email
United StatesNew Mexico
Oct 17, 2024
K. A.
Financial Adviser
Mobile Phone
Email
AustraliaNew South Wales
Nov 19, 2025
J. C.
Lpl Financial Advisor
Mobile Phone
Email
Mar 14, 2025
N. S.
Financial Services Professional
Mobile Phone
Email
United StatesFlorida
Apr 25, 2025
M. W.
Mobile Phone
Email
United StatesTexas
Nov 12, 2024

Frequently Asked Questions

What is South Coast Wealth Management known for?

South Coast Wealth Management was founded in 2009 operates in the Investment Management industry. The company's main headquarters is located in 43 Coporate Park Suite 201 Irvine, California 92606 United States; you can contact the main corporate office by phone at

+1-949-748-****

. Explore South Coast Wealth Management's company overview page for more information.

What is South Coast Wealth Management's most common email format?

South Coast Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more South Coast Wealth Management email formats with LeadIQ.

How many employees does South Coast Wealth Management have currently?

South Coast Wealth Management has approximately 11 employees as of February 2026. These team members are located across 2 continents, including North AmericaOceania.

Who are South Coast Wealth Management's key employees and leadership?

As of February 2026, South Coast Wealth Management's key employees include:

Manager, Operations: J. L.
Financial Adviser: K. A.
Lpl Financial Advisor: J. C.
Financial Services Professional: N. S.
: M. W.

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South Coast Wealth Management Employee Directory

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