Coastal Wealth Management

Overview

Coastal Wealth Management is an independent, SEC-registered registered investment adviser formed as an LLC and operating with an individual owner. The firm focuses on serving individual and family clients through financial planning and portfolio management for individuals and small businesses. Its fee model combines a percentage-of-AUM billing with the possibility of performance-based fees. Coastal does not identify as an active ESG investor or as a multi-state advisory platform, and it does not act as a capital allocator to external managers in the sense of running a multi-manager platform. SEC registration occurred in 2023, and the adviser’s primary activities center on discretionary portfolio management and comprehensive planning for private clients rather than institutional pension consulting or family office management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices