COASTAL WEALTH MANAGEMENT

Overview

Coastal Wealth Management is an independent registered investment adviser formed as a limited liability company and registered with the SEC in 2023. The firm focuses on financial planning and portfolio management for individual and family clients, as well as small business owners. Its advisory model charges a percentage of assets under management and also allows for performance-based fee arrangements, indicating the firm can run incentive-bearing strategies for qualified accounts. Investment orientation is equity-first: exchange-traded equities represent the largest single bucket of client assets. Coastal Wealth Management does not identify as an active ESG investor and is not positioned as a capital allocator or pension consultant. Services emphasize personalized planning and discretionary portfolio oversight rather than wholesale product distribution or institutional consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices