VENTURA COAST WEALTH MANAGEMENT

Overview

Ventura Coast Wealth Management is a small, independent registered investment advisor operating as a sole proprietorship that advises individuals and families. The firm combines traditional financial planning and portfolio management for individuals and small businesses with business activities tied to a law practice and real estate brokerage, which informs its advisory work on property transactions and legal structuring. Advisory work is delivered on a non-discretionary basis and billed via a mix of a percentage of assets under management and hourly fees. The practice favors equity exposure as its primary allocation focus while also sourcing non-traditional exposure through third-party alternative managers in real estate, commodities and oil & gas.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices