COASTAL WEALTH ADVISORS, LLC
  • COASTAL WEALTH ADVISORS, LLC
  • COASTAL WEALTH ADVISORS

Adviser Profile

As of Date 08/12/2026
Registration SEC, Approved, 03/12/2026
Other registrations (12)
Former registrations

COASTAL WEALTH ADVISORS, LLC

ADV Location JOHNS ISLAND, SC, United States
Contact Info 843 xxxxxxx
Websites
AUM* 106,620,193
of that, discretionary 106,620,193
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 389,125
% High Net Worth 22.03%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

107M 91M 76M 61M 46M 30M 15M
2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees