Overview
Assets Under Management: $107 million
Headquarters: JOHNS ISLAND, SC
High-Net-Worth Clients: 26
Average Client Assets: $2.7 million
Frequently Asked Questions
COASTAL WEALTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #174574), COASTAL WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
COASTAL WEALTH ADVISORS, LLC is headquartered in JOHNS ISLAND, SC.
COASTAL WEALTH ADVISORS, LLC serves 26 high-net-worth clients according to their SEC filing dated April 23, 2026. View client details ↓
According to their SEC Form ADV, COASTAL WEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
COASTAL WEALTH ADVISORS, LLC manages $107 million in client assets according to their SEC filing dated April 23, 2026.
According to their SEC Form ADV, COASTAL WEALTH ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 26
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.18%
Average Client Assets: $2.7 million
Total Client Accounts: 274
Discretionary Accounts: 274
Regulatory Filings
CRD Number: 174574
Filing ID: 2093691
Last Filing Date: 2026-04-23 11:12:14