PPrivate Fund Data Log in Join · $37/mo

Coastal Wealth Advisors, LLC

● SEC registered since 2026CRD 174574SEC# 801-135530Johns Island, SC
Export (members)
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.
www.pinterest.com/coastalwealthView on SEC.gov ↗

Coastal Wealth Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
Justin Matthew Follmer ControlPresident, Chief Compliance OfficerOver 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

Address3464 Maybank Highway, Unit E, Johns Island, SC 29455
Phone843-870-9568
Fax1-888-965-3946
Office hours9 a.m. - 5 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$106.6M
Non-discretionary$0
Total (RAUM)$106.6M