← Tributary

COASTLINE COMPLETE WEALTH LLC

BLUFFTON, SC · CRD 338227 · IAPD ↗ · coastlinecw.com · 843-379-1300

$213.6MRegulatory AUM
2Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — COASTLINE COMPLETE WEALTH LLC now reports custody of client assets ($184.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
April 2026 — COASTLINE COMPLETE WEALTH LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
45
February 2026 — COASTLINE COMPLETE WEALTH LLC moved its main office from BEAUFORT, SC to BLUFFTON, SC.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
48
January 2026 — COASTLINE COMPLETE WEALTH LLC notice-filed in FL, LA, NC, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
December 2025 — COASTLINE COMPLETE WEALTH LLC (BEAUFORT, SC) is newly SEC-registered (provisional 120-day approval) with $0 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.