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EAGLES COAST WEALTH MANAGEMENT, LLC
CRD 297423 · SEC 801-127317
225 SEVEN FARMS DRIVE, SUITE 203, DANIEL ISLAND, SC, 29492, United States
Phone
(843) 800-0491
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$50.1M
Discretionary AUM
$50.1M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 117 | $35.3M |
| High net worth individuals | 12 | $14.8M |
All web addresses on file
Official SEC filing: View on IAPD