Wealth Coast Wealth Management logo
VerifiedFinancial Services· Founded 2022

Wealth Coast Wealth Management

Wealth Coast - Wealth Management & Insurance Solutions founders, Josh Buttrey, Tyler Terry, and Timothy Mulroy saw that financial services, in many ways, had become too transactional. The success of their clients did not come from choosing the perfect stock, building the best portfolio, or creating the most profitable business. Instead, their success was determined by having the most of what they valued the most. Here at Wealth Coast, your wealth is more than just a number. It is the measurement of everything in your life that you care about. The things that make your life the type you want to live – relationships with family and friends, time spent doing what you love, supporting charitable organizations near to your heart, health, legacy, and yes, even money. We’ve learned that our sense of achievement comes from helping to bring you the joy and satisfaction in the ways your wealth is best utilized - for yourself, your family, your community, and the causes you believe in most. To us, the best indication of true wealth is a life well lived.

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HeadquartersIrvine, United StatesEmployees21(11 to 50)Founded year2022Websitewealth-coast.comLinkedIn profileLinkedIn

Verified contacts

15

available on Kipplo

LinkedIn employees

21

11 to 50 range

Open roles

no listings

Distinct roles

12

indexed titles

Tech stack

1

tools in use

Monthly traffic

organic / mo

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Top roles at Wealth Coast Wealth Management

12 distinct titles indexed · top 10 shown.

  • 2co-founder & wealth management advisor
  • 2private wealth analyst
  • 1associate financial representative
  • 1chief growth officer
  • 1director of investments
  • 1financial advisor growth & development director
  • 1financial service advisor
  • 1investment operations
  • 1operations manager
  • 1smks consulting
  • +2more titles

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