Coastal Wealth Management

Overview

Coastal Wealth Management is an independent Registered Investment Adviser organized as an LLC and SEC-registered in 2023. The firm is individually owned and focuses on serving individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its fee model combines a percentage-of-AUM charge with the possibility of performance-based fees. Coastal does not identify as an active ESG investor, is not a multi-state adviser, and does not operate as a capital allocator — it appears to access external managers rather than running its own pooled vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives