# Coastline Complete Wealth LLC: new SEC registration, $214M AUM, Bluffton, SC

**Score:** 45/100

| 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/ |

## Why this score
- $214M under management.
- Website on file.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/338227). Last refreshed: 2026-10-28T20:49:58.746Z.
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.