Coastwise Capital Group, LLC
Coastwise Capital Group, LLC is an SEC-registered wealth manager in La Jolla, CA with $212.2M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Coastwise Capital Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 139564, SEC 801-126023, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- $212.2M (2026-03-19)
- Firm type
- Wealth Manager
- Location
- La Jolla, CA
- Employees
- 4
- Clients
- 167
- CRD
- 139564
- Ownership
- KYLE, SCOTT, GALEN; Fischer, Patrick, Burns; KYLE, SCOTT
How much AUM does Coastwise Capital Group, LLC have?
Coastwise Capital Group, LLC reported $212.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns Coastwise Capital Group, LLC?
Disclosed owners and executives of Coastwise Capital Group, LLC include KYLE, SCOTT, GALEN, Fischer, Patrick, Burns, KYLE, SCOTT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.