ClearCoast Wealth Management
Financial Services • 
Thousand Oaks, California, United States • 1-10 Employees
Company overview
| Headquarters | 870 Hampshire Rd, Westlake Village, California 91361, US |
| Phone number | +18053791444 |
| Website | |
| NAICS | 52 |
| Founded | 2018 |
| Employees | 1-10 |
| Socials |
Key Contact at ClearCoast Wealth Management
David Glienke
President / Financial Advisor
ClearCoast Wealth Management Email Formats
ClearCoast Wealth Management uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@clearcoastwm.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@clearcoastwm.com | 100% |
About ClearCoast Wealth Management
When it comes to investing your money, you have options. When it comes to working with an advisor, you have options. When it comes to doing both in a way that encourages stability, peace of mind, and confidence - you have ClearCoast Wealth Management. At ClearCoast Wealth Management, we believe that sound financial planning is incredibly beneficial. Our Mission is to understand your unique circumstances and aspirations to help you build a sound strategy to guide you in reaching your financial goals. We aim to discover the best personalized investment options available through dedicated research, continuous learning, and team-based collaboration. We work with a network of licensed professionals including CPAs, attorneys, and Estate Planners to help serve our client’s needs. We are proactive in our commitment to constantly improve ourselves and our knowledge of the industry. By collaborating with these professionals, we are able to offer a holistic wealth management approach to planning that ensures client satisfaction, peace of mind, and above all else - confidence. The services we provide are extensive, and are meant to transcend well beyond quarterly reviews. Long-term goals require long-term planning, which is why we strive to establish trust and build mutually beneficial relationships with our clients that last a lifetime. Entrusting someone with the responsibility of managing your money can be stressful. Establishing comfort and trust isn’t just important - it’s essential. Not just financial comfort, but comfort knowing that you are working with a team of knowledgeable advisors who care. No matter where you happen to be in life, ClearCoast Wealth Management would like to help you reach your goals. Securities and Advisory Services offered through Western International Securities, Inc., Member FINRA/SIPC. ClearCoast Wealth Management and Western International Securities, Inc. are separate and unaffiliated entities.
ClearCoast Wealth Management revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
ClearCoast Wealth Management has never raised funding before.
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