DFX Intelligence

P••••••••• I•••••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 100m 1b

P••••••••• I•••••••••

SILVER COAST INVESTMENTS LLC, CRD 167771

SAN DIEGO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8009e3e9-0793-0991-04c6-34097138d47e

Data as of Mar 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 3
On other graphs: 1
Observed: Nov 22, 2020 to Mar 19, 2026
16 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

P••••••••• I•••••••••

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: mixed wealth managerderivedprivate_client_share=0.42 fund_share=0.0 institutional_share=0.58 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $402M••• Locked
Discretionary RAUM: $402M
Private client RAUM: $169Mderived••• Locked
Private client share: 42%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 11
RAUM per advisor: $36.5Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
W••••• W•••••• R•••	Certified Financial Planner	SAN DIEGO, CA	13	18	2	no
P••• J••••• L••••••	n/a	SAN DIEGO, CA	10	10

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
P••••••••• L••	Owner	E	yes	01/2018	Mar 29, 2021	Jun 26, 2024
R•••• W•••••• W••••••	MANGAING MEMBER	D	yes	01/2018	Nov 22, 2020	Jun 26, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
P•••••••••	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 19, 2026

Advisor flows

••• Locked

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$402M	$332M	20.9%	$196M	27.1%	32	35	0	0

Relationships

Registered with (12)

← C•••• J•••• R•••Advisorregistration: current employment
Apr 21, 2026 to presentfactForm ADV
← J••••••• S••••• P•••••Advisorregistration: current employment
Dec 16, 2025 to presentfactForm ADV
← C•••••• F••••• S••••Advisorregistration: current employment
Nov 19, 2025 to presentfactForm ADV
← A••••• N••••••••

Dated events

Occurred
Apr 29, 2024
Regulatory AUM changed
••• Locked
Form ADVobserved 7 days ago
$133M
Occurred
Jun 8, 2023
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Nov 22, 2020
First Form ADV filing
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8009e3e9-0793-0991-04c6-34097138d47e
First observed: Nov 22, 2020
Last observed: Mar 19, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.