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COASTWISE CAPITAL GROUP, LLC

LA JOLLA, CA · CRD 139564 · IAPD ↗ · 858-454-6670

$212.2MRegulatory AUM
3Advisory reps
4Employees
0Clients
11-25Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2026 — COASTWISE CAPITAL GROUP, LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
April 2024 — COASTWISE CAPITAL GROUP, LLC reported RAUM up 41% ($116.4M -> $164.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.