Coast Advisory LLC
Coast Advisory LLC is an SEC-registered mass-market adviser in East Troy, WI with $122.5M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Coast Advisory LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 340229, SEC 801-135293, data through 2026-06-02.
- AUM (assets under management / regulatory AUM)
- $122.5M (2026-06-02)
- Firm type
- Mass-Market Adviser
- Location
- East Troy, WI
- Employees
- 2
- Clients
- 546
- CRD
- 340229
- Ownership
- DEPPE, THOMAS, LEROY
How much AUM does Coast Advisory LLC have?
Coast Advisory LLC reported $122.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-02).
Who owns Coast Advisory LLC?
Disclosed owners and executives of Coast Advisory LLC include DEPPE, THOMAS, LEROY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.