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COASTAL WEALTH ADVISORY SERVICES, LLC
CRD 306986
2500 W. LAKE MARY BLVD, SUITE 215, LAKE MARY, FL, 32746, United States
Phone
407-878-3424
Fax
407-878-3424
Registration
— (—)
Source
State registered
Total AUM
$20.3M
Discretionary AUM
$20.3M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-24
Disciplinary history
No
Services
Portfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 224 | $14.9M |
| High net worth individuals | 6 | $5.4M |
All web addresses on file
Official SEC filing: View on IAPD