# Coastal Wealth Advisors, LLC: new SEC registration, $107M AUM, Johns Island, SC

**Score:** 45/100

| 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/ |

## Why this score
- $107M under management.
- Website on file.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/174574). Last refreshed: 2026-11-04T21:45:24.609Z.
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.