SEC Form ADV

COASTAL WEALTH ADVISORS, LLC

Registered Investment AdviserSC
$106.6M
Assets Under Management
7
Total Clients
2
Employees
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Registration Details

Accession
crd-174574
Location
JOHNS ISLAND, SC
Filing Date
August 12, 2026
AUM
$106.6M
Total Clients
7
Employees
2
Amendment
No

Client Types

IndividualsHNW IndividualsCharitable OrganizationsCorporations

About this Adviser

COASTAL WEALTH ADVISORS, LLC is a registered investment adviser headquartered in JOHNS ISLAND, SC, managing approximately $106.6M in assets across 7 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.