COASTAL WEALTH ADVISORY SERVICES, LLC

Overview

Coastal Wealth Advisory Services, LLC is a small, owner-operated registered advisory that focuses on fee-based portfolio management for individuals, families and small businesses. The firm charges a percentage of assets under management and offers advisory support that includes portfolio construction and pension consulting services. Its client base is primarily individual and family households rather than institutional investors. The firm is not positioned as an ESG-first allocator and does not operate as a multi-state adviser. Investment activity is concentrated in public pooled vehicles with a supplementary allocation to real estate-related alternative strategies. The firm uses third‑party managers for alternative real estate exposure rather than acting as a principal capital allocator. Custodial relationships with a major retail custodian support a typical advisor model built around mutual funds and managed accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices