SEC Form ADV

COASTAL WEALTH ADVISORS, LLC

Registered Investment AdviserSC
$106.6M
Assets Under Management
274
Total Clients
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Registration Details

Accession
CRD-174574
Location
JOHNS ISLAND, SC
Filing Date
April 23, 2026
AUM
$106.6M
Total Clients
274
Amendment
No

About this Adviser

COASTAL WEALTH ADVISORS, LLC is a registered investment adviser headquartered in JOHNS ISLAND, SC, managing approximately $106.6M in assets across 274 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.