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COASTLINE COMPLETE WEALTH LLC
CRD 338227 · SEC 801-134400
255 NEW RIVERSIDE VILLAGE W WAY, UNIT 202, BLUFFTON, SC, 29910, United States
Phone
843-379-1300
Fax
843-989-0863
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$213.6M
Discretionary AUM
$213.6M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 121 | $84.3M |
| High net worth individuals | 65 | $129.3M |
States served
GA, LA, NC, SC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD