WEST COAST FINANCIAL, LLC
SEC file number 801-19093
· SANTA BARBARA, CA
https://westcoastuniversity.edu ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$1.90B
Discretionary AUM
$1.89B
Employees
41
Clients
9
Firm
- Address
- 1435 ANACAPA STREET
SANTA BARBARA, CA 93101 - Phone
- —
- Website
- https://westcoastuniversity.edu
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 29, 2026
Possible Form D name matches (not verified)
- Fundrise West Coast Opportunistic REIT, LLC Medium name-match confidence · CIK 1660919 · DC
- W FINANCIAL FUND, LP Medium name-match confidence · CIK 1248244 · NY
- COUNT Financial, Inc. Medium name-match confidence · CIK 2153764 · WA
- FLORWEST FINANCIAL US LLC Medium name-match confidence · CIK 2085069 · DE
- M FINANCIAL HOLDINGS INC Medium name-match confidence · CIK 1047852 · OR
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COUNT Financial, Inc. · D/A · Sep 17, 2026$4.1M
-
COUNT Financial, Inc. · D · Sep 14, 2026$4M
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M FINANCIAL HOLDINGS INC · D · Mar 13, 2026$8.9M
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W FINANCIAL FUND, LP · D/A · Jan 23, 2026
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FLORWEST FINANCIAL US LLC · D · Sep 15, 2025$30M
-
M FINANCIAL HOLDINGS INC · D · Mar 17, 2025$6.8M
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W FINANCIAL FUND, LP · D/A · Jan 29, 2025