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COASTAL WEALTH ADVISORS, LLC

JOHNS ISLAND, SC · CRD 174574 · IAPD ↗ · pinterest.com · 843-870-9568

$106.6MRegulatory AUM
2Advisory reps
2Employees
7Clients
1-10Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
May 2026 — COASTAL WEALTH ADVISORS, LLC notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
May 2026 — COASTAL WEALTH ADVISORS, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
95
April 2026 — COASTAL WEALTH ADVISORS, LLC (JOHNS ISLAND, SC) is newly SEC-registered with $106.6M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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