Coast Wealth Management Group, LLC

Overview

Coast Wealth Management Group, LLC is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm focuses on serving individual and family clients, offering financial planning and portfolio management services tailored to individuals and small businesses. Compensation is flexible: the firm charges a percentage of assets under management and may also use hourly or fixed-fee arrangements. Coast Wealth Management Group maintains an industry affiliation with an insurance company and is not positioned as a capital allocator; it is not active on ESG mandates, is not a multi-state adviser, and does not identify as a pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives