Coast Wealth Management Group, LLC

Overview

Coast Wealth Management Group, LLC is an independent, owner-operated registered investment adviser that focuses on serving individual and family clients. The firm provides financial planning and discretionary and non-discretionary portfolio management, and it appears to work with small business owners as part of its client mix. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options, suggesting flexibility for both ongoing wealth management and project-based planning work. Coast Wealth does not identify as an active ESG investor, is not positioned as a capital allocator, and is not a multi-state adviser according to the available filing information. The firm maintains an affiliation with an insurance company, which aligns with its reported use of annuities among client solutions.

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Location & Offices