← Tributary

COASTEDGE PARTNERS, LLC

SAN DIEGO, CA · CRD 149685 · IAPD ↗ · 858-997-2777

$2.14BRegulatory AUM
5Advisory reps
16Employees
0Clients
101-250Planning clients
16Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
May 2025 — COASTEDGE PARTNERS, LLC moved its main office from LA JOLLA, CA to SAN DIEGO, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
47
April 2024 — COASTEDGE PARTNERS, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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