RIA Intel›Advisers›Massachusetts›SOUTH COAST PLANNING & WEALTH MANAGEMENT LLC

SOUTH COAST PLANNING & WEALTH MANAGEMENT LLC

Advisory

FALL RIVER, MA

Data as of Jan 23, 2026 · Source: SEC Form ADV

Rank in MA
#1,237
of 1,590 advisers by AUM
Average account
$240K
across 147 accounts
AUM per adviser
$35M
1 advisers

Source: SEC Form ADV. Figures as filed Jan 23, 2026.

Total AUM
$35M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$35M
Discretionary AUM$35M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients70
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMA, RI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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