SEC Form ADV

COASTWISE CAPITAL GROUP, LLC

Registered Investment AdviserCA
$212.2M
Assets Under Management
4
Employees
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Registration Details

Accession
crd-139564
Location
LA JOLLA, CA
Filing Date
March 19, 2026
AUM
$212.2M
Employees
4
Amendment
No

Client Types

IndividualsHNW Individuals

About this Adviser

COASTWISE CAPITAL GROUP, LLC is a registered investment adviser headquartered in LA JOLLA, CA, managing approximately $212.2M in assets. This data is sourced from the SEC's EDGAR database via Form ADV.