Coastal Wealth Advisors, LLC
Coastal Wealth Advisors, LLC is an SEC-registered mass-market adviser in Johns Island, SC with $106.6M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Coastal Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 174574, SEC 801-135530, data through 2026-04-23.
- AUM (assets under management / regulatory AUM)
- $106.6M (2026-04-23)
- Firm type
- Mass-Market Adviser
- Location
- Johns Island, SC
- Employees
- 2
- Clients
- 110
- CRD
- 174574
- Ownership
- FOLLMER, JUSTIN, MATTHEW
How much AUM does Coastal Wealth Advisors, LLC have?
Coastal Wealth Advisors, LLC reported $106.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-23).
Who owns Coastal Wealth Advisors, LLC?
Disclosed owners and executives of Coastal Wealth Advisors, LLC include FOLLMER, JUSTIN, MATTHEW. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.