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COAST WEALTH MANAGEMENT GROUP, LLC
CRD 335056
1000 21ST AVE N., SUITE 12, MYRTLE BEACH, SC, 29577, United States
Phone
843-855-4910
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$12.7M
Discretionary AUM
$6.0M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-14
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 43 | $11.5M |
| High net worth individuals | 1 | $1.2M |
All web addresses on file
Official SEC filing: View on IAPD