← Back to searchVisit website
COASTAL WEALTH ADVISORS, LLC
CRD 174574 · SEC 801-135530
3464 MAYBANK HIGHWAY, UNIT E, JOHNS ISLAND, SC, 29455, United States
Phone
843-870-9568
Fax
1-888-965-3946
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$106.6M
Discretionary AUM
$106.6M
Team
2 total employees; 2 advisory reps; 7 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 84 | $24.5M |
| High net worth individuals | 26 | $69.5M |
States served
NJ, NY, PA, SC, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD