COAST WEALTH MANAGEMENT GROUP, LLC

Overview

Coast Wealth Management Group, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients and offers financial planning and portfolio management for individuals and small businesses. Its client billing is flexible: it charges based on a percentage of assets under management and also uses hourly and fixed fees for some engagements. Coast Wealth is not positioned as an ESG-focused manager, does not operate as a multi-state adviser according to the available filing, and does not provide pension consulting or related-adviser services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices