Coastal Wealth Management, LP

Overview

Coastal Wealth Management, LP is a small, privately held limited partnership focused on fee-based portfolio management for individuals, families and small-business owners. The firm charges a percentage-of-assets advisory fee and concentrates its client work on discretionary portfolio management rather than institutional consulting or pension plans. Investment activity is skewed toward publicly traded equities, with exchange-traded securities forming the core of client portfolios. The adviser does not present itself as an active ESG investor and operates primarily within a single-state footprint. An industry linkage to real estate brokerage activity informs its use of real estate as an alternative allocation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices