Coastal Wealth Advisors, LLC
● SEC registered since 2026CRD 174574SEC# 801-135530Johns Island, SC
Reg. AUM
$106.6M
Employees
2
Accounts
274
Location
Johns Island, SC
Coastal Wealth Advisors, LLC assets under management
Coastal Wealth Advisors, LLC operates as an SEC-registered investment adviser based in Johns Island, SC. The firm has been registered since 2026. It reports $106.6 million in regulatory assets under management and employs 2 people.
Coastal Wealth Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Justin Matthew Follmer Control | President, Chief Compliance Officer | Over 75% | 2009 |
Frequently asked questions
How much does Coastal Wealth Advisors, LLC manage?
Coastal Wealth Advisors, LLC reports $106.6 million in regulatory assets under management on its Form ADV.
How many employees does Coastal Wealth Advisors, LLC have?
Coastal Wealth Advisors, LLC reports 2 employees.
Where is Coastal Wealth Advisors, LLC located?
Coastal Wealth Advisors, LLC is based in Johns Island, SC and has been SEC-registered since 2026.
Does Coastal Wealth Advisors, LLC disclose fund performance?
Coastal Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3464 Maybank Highway, Unit E, Johns Island, SC 29455 |
| Phone | 843-870-9568 |
| Fax | 1-888-965-3946 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$106.6MNo change
Feb '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$106.6Mregulatory AUM
Discretionary $106.6M