EAGLES COAST WEALTH MANAGEMENT, LLC
  • EAGLES COAST WEALTH MANAGEMENT, LLC

Adviser Profile

As of Date 12/24/2023
Registration status Registration Changed to EAGLES COAST WEALTH MANAGEMENT, LLC
ADV Location CHARLESTON, SC, United States
Contact Info (84 xxxxxxx
Websites
AUM* 25,375,254
of that, discretionary 25,135,839
Number of Employees 4 -33%
of those in investment advisory functions 3 -40%
Private Fund GAV* 0
Avg Account Size 162,662
% High Net Worth 4.76%
SMA’s No
Private Funds 0

Adviser Type

- Multi-state adviser

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

25M 22M 18M 14M 11M 7M 4M
2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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