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RIA / WealthAdvisor20 years in industry

RICHARD JOSEPH EFFRESS

Advisor at COASTEDGE PARTNERS, LLC

LA JOLLA, 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:f765a03a-a7db-7a63-8916-02ad05fe4595

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 2
Observed: Feb 1, 2006 to Sep 14, 2026

Across DFX

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

Private Equityidentity

Richard Joseph Effress

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Venture Capitalidentity

Richard Joseph Effress

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

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

Current firm: COASTEDGE PARTNERS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 1, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Current registrations: 1
Registered states: 3
Exams: S65
First exam: Dec 18, 2009
Dual registered: no
IAPD individual key: 2159776

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
COASTEDGE PARTNERS, LLC	Independent wealth	Feb 11, 2015	n/a	yes	LA JOLLA, CA	Current employment

Relationships

Registered with (1)

→ COASTEDGE PARTNERS, LLCRegistered adviserregistration: current employment
Feb 11, 2015 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f765a03a-a7db-7a63-8916-02ad05fe4595
First observed: Feb 1, 2006
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed 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.

RICHARD JOSEPH EFFRESS

Advisor at COASTEDGE PARTNERS, LLC

LA JOLLA, 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:f765a03a-a7db-7a63-8916-02ad05fe4595

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:14 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

COASTEDGE PARTNERS, LLC

Independent wealth

Feb 11, 2015

n/a

yes

LA JOLLA, CA

Current employment