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COASTWISE CAPITAL GROUP, LLC
CRD 139564 · SEC 801-126023
7777 FAY AVENUE, SUITE G5, LA JOLLA, CA, 92037, United States
Phone
858-454-6670
Fax
858-454-6695
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$212.2M
Discretionary AUM
$212.2M
Team
4 total employees; 3 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicalsEducational seminarsFINANCIAL CONSULTING/PLANNING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 100 | $127.3M |
| High net worth individuals | 67 | $84.9M |
States served
CA, LA, TX
All web addresses on file
Official SEC filing: View on IAPD