# Devin Weinstein

> Devin Weinstein is a fee-only financial advisor at Coast Bridge Capital in Los Angeles, California, who holds the CFA credential. Coast Bridge Capital reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/devin-weinstein/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Coast Bridge Capital
- **Based in:** Los Angeles, California
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $77.5M across 168 accounts
- **Credentials:** CFA
- **CRD:** 6540064 (https://adviserinfo.sec.gov/individual/summary/6540064)
- **SEC registration:** Investment adviser representative in CA, NY, TX
- **Exams passed:** Series 63 (2021), Series 66 (2015)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.coastbridgecapital.com

## Frequently asked questions

### Is Devin Weinstein a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Devin holds no broker registration, and Coast Bridge Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Devin charge for financial advice?

Devin's firm, Coast Bridge Capital, reports charging a percentage of assets on its SEC Form ADV.

### Where is Devin Weinstein based?

Devin Weinstein is based in Los Angeles, California.

### What credentials does Devin Weinstein hold?

Devin Weinstein holds the CFA credential.

### Is Devin Weinstein registered with the SEC?

Yes. Devin Weinstein is registered as an investment adviser representative in CA, NY and TX (CRD 6540064), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Coast Bridge Capital manage?

Coast Bridge Capital reports $77.5M across 168 accounts in assets under management.

### How do I contact Devin Weinstein?

Through Devin's website, www.coastbridgecapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6540064): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.