RIA Intel›Advisers›Florida›COASTAL WAY FINANCIAL GROUP, LLC

COASTAL WAY FINANCIAL GROUP, LLC

Advisory

WEST PALM BEACH, FL

Data as of Jan 20, 2026 · Source: SEC Form ADV

Rank in FL

#1,500

of 2,610 advisers by AUM

Average account

$779K

across 85 accounts

AUM per adviser

$66M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 20, 2026.

Total AUM

$66M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$66M

Discretionary AUM$66M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients85

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, NJ, NY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

85 clients

4 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

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$66M

WASMER, SCHROEDER & COMPANY, LLC

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