RIA Intel›Advisers›Florida›COASTAL WEALTH ADVISORY SERVICES, LLC

COASTAL WEALTH ADVISORY SERVICES, LLC

Advisory

LAKE MARY, FL

Data as of Feb 24, 2026 · Source: SEC Form ADV

Rank in FL

#1,991

of 2,610 advisers by AUM

Average account

$67K

across 301 accounts

AUM per adviser

$20M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 24, 2026.

Total AUM

$20M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$20M

Discretionary AUM$20M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients230

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, NC, SC, VA, WV

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

230 clients

6 high-net-worth

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

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