Coastline Complete Wealth LLC: new SEC registration, $214M AUM, Bluffton, SC
Coastline Complete Wealth LLC (Bluffton, South Carolina): new SEC registration, $214M AUM, Bluffton, SC. Its amount of 214 is above the median of 134 (69th percentile). Dated 351 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: 214 · 69th percentile of 1,149 NewRiaPulse records · 1.6x 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 | Coastline Complete Wealth LLC |
| Legal name | Coastline Complete Wealth LLC |
| CRD | 338227 |
| Status | Approved |
| Registered with the SEC | 2025-11-18 |
| Latest Form ADV filing | 2026-08-04 |
| Location | Bluffton, SC, United States |
| Regulatory AUM | $213,631,245 |
| Accounts | 507 |
| Employees | 3 |
| Website | https://www.coastlinecw.com/ |
| amount percentile | 69th of 1,149 (median 134, 1.6x 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: 2025-11-18
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (SC first): Wealth Intelligently Navigated, LLC · J. Freeman & Associates · Dba Big Money Retirement And Big Retirement · Tidal Creek Capital Advisors · Tidehaven Wealth, LLC · 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: Coastline Complete Wealth LLC and 14 South Carolina peers
- South Carolina NewRiaPulse records like this one: 14
- Coastline Complete Wealth LLC's amount: 69th 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
- $214M under management.
- Website on file.
What is the NewRiaPulse record for Coastline Complete Wealth LLC in Bluffton, South Carolina?
Coastline Complete Wealth LLC received SEC registration as an investment adviser (2025-11-18) with $213,631,245 in regulatory assets under management, based in Bluffton, SC.
How does Coastline Complete Wealth LLC compare to other South Carolina NewRiaPulse records?
Its amount of 214 sits in the upper half (69th percentile) of 1,149 records; the median is 134. It is 351 days old; check the official source for later updates before acting.
Coastline Complete Wealth LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Coastline Complete Wealth LLC | Bluffton, SC | 214 | 69th | 2025-11-18 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
Related records
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- Johnston Investment Counsel, LTD.
- Diversified Wealth Advisors, LLC
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- Leonard Advisory Group LLC
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- Cs Tomasi Wealth Management
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- Herndon Plant Oakley LTD
NewRiaPulse: $100M-$500M NewRiaPulse: records in South Carolina NewRiaPulse: Approved
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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.