Adviser Profile
| As of Date | 03/14/2026 |
| Registration status | Registration Changed to COASTAL WEALTH ADVISORS, LLC |
| ADV Location | JOHNS ISLAND, SC, United States |
| Contact Info | 843 xxxxxxx |
| Websites |
| AUM* | 106,620,193 72% |
| of that, discretionary | 106,620,193 72% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 389,125 48% |
| % High Net Worth | 22.03% 41% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
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
1
1
1
1
Private Funds
No private funds