Coastline Complete Wealth LLC
● SEC registered since 2025CRD 338227SEC# 801-134400Bluffton, SC
Reg. AUM
$213.6M
Employees
3
Accounts
507
Location
Bluffton, SC
Coastline Complete Wealth LLC assets under management
Coastline Complete Wealth LLC is a registered investment adviser overseen by the SEC based in Bluffton, SC. The firm has been registered since 2025. It reports $213.6 million in regulatory assets under management and employs 3 people.
Coastline Complete Wealth LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brandon Michael Cox Control | Owner, Financial Advisor, And Chief Compliance Officer | Over 75% | 2025 |
Frequently asked questions
How much does Coastline Complete Wealth LLC manage?
Coastline Complete Wealth LLC reports $213.6 million in regulatory assets under management on its Form ADV.
How many employees does Coastline Complete Wealth LLC have?
Coastline Complete Wealth LLC reports 3 employees.
Where is Coastline Complete Wealth LLC located?
Coastline Complete Wealth LLC is based in Bluffton, SC and has been SEC-registered since 2025.
Does Coastline Complete Wealth LLC disclose fund performance?
Coastline Complete Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 255 New Riverside Village W Way, Unit 202, Bluffton, SC 29910 |
| Phone | 843-379-1300 |
| Fax | 843-989-0863 |
| Office hours | By Appointment |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 2112134 |
| Discloses disciplinary history | No |
Regulatory AUM
$213.6MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$213.6Mregulatory AUM
Discretionary $213.6M