Coastal Wealth Advisors, LLC: new SEC registration, $107M AUM, Johns Island, SC
Coastal Wealth Advisors, LLC (Johns Island, South Carolina): new SEC registration, $107M AUM, Johns Island, SC. Its amount of 107 is below the median of 134 (19th percentile). Dated 238 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 107 · 19th percentile of 1,149 NewRiaPulse records · 0.8x the median
Free preview: all 11 published fields of this record are shown below. Locked: 13 related SC NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Coastal Wealth Advisors, LLC |
| Legal name | Coastal Wealth Advisors, LLC |
| CRD | 174574 |
| Status | Approved |
| Registered with the SEC | 2026-03-12 |
| Latest Form ADV filing | 2026-08-12 |
| Location | Johns Island, SC, United States |
| Regulatory AUM | $106,620,193 |
| Accounts | 274 |
| Employees | 2 |
| Website | HTTPS://WWW.PINTEREST.COM/COASTALWEALTH/ |
| amount percentile | 19th of 1,149 (median 134, 0.8x median) |
| Peer records CSV (14 SC records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-03-12
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (SC first): Wealth Intelligently Navigated, LLC · Coastline Complete Wealth LLC · J. Freeman & Associates · Dba Big Money Retirement And Big Retirement · Tidal Creek Capital Advisors · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Coastal Wealth Advisors, LLC and 14 South Carolina peers
- South Carolina NewRiaPulse records like this one: 14
- Coastal Wealth Advisors, LLC's amount: 19th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every South Carolina peer: $2,800 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $107M under management.
- Website on file.
What is the NewRiaPulse record for Coastal Wealth Advisors, LLC in Johns Island, South Carolina?
Coastal Wealth Advisors, LLC received SEC registration as an investment adviser (2026-03-12) with $106,620,193 in regulatory assets under management, based in Johns Island, SC.
How does Coastal Wealth Advisors, LLC compare to other South Carolina NewRiaPulse records?
Its amount of 107 is below the median (19th percentile); smaller records often move faster and face less competition. It is 238 days old; check the official source for later updates before acting.
Coastal Wealth Advisors, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Coastal Wealth Advisors, LLC | Johns Island, SC | 107 | 19th | 2026-03-12 |
| Legacy Partners Financial Group, LLC | Woodstock, GA | 108 | 20th | 2026-09-29 |
| Cs Tomasi Wealth Management | Costa Mesa, CA | 110 | 23rd | 2026-09-15 |
| Crafted Finance, LLC | 103 | 14th | 2026-09-17 |
Related records
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- Crafted Finance, LLC
- Leonard Advisory Group LLC
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- Cs Tomasi Wealth Management
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NewRiaPulse: $100M-$500M NewRiaPulse: records in South Carolina NewRiaPulse: Approved
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✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.