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Coast Wealth Management Group, LLC

Coast Wealth Management Group, LLC. CRD 335056

C

CRD: 335056

Coast Wealth Management Group, LLC

Myrtle Beach, SC, 29577
8438554910
www.coastwealthgroup.com
$12.7M Total AUM
$6.0M Disc. AUM
-- 3Y CAGR
2 Employees
44 ADV. Clients
1 yrs Firm Age

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Firm Details

Custodian
Altruist · Charles Schwab & Company · Wells Fargo
Clients
Retail
Platforms
Harbor insightValue element +more
Established Date
04-04-2025
Office Locations
1

Office Locations

1000 21st AVE N. Suite 12 Myrtle Beach SC

About Coast Wealth Management Group, LLC

Coast Wealth Management Group is an independent, fiduciary advisory firm based in Myrtle Beach, serving clients across the Carolinas and nationwide. The team works with pre-retirees/retirees, families navigating life transitions, and business owners on retirement income & safety planning, portfolio management, 401(k) rollovers, and small business IRA plans, using a risk-score driven portfolio review process (Nitrogen/Riskalyze).

Team overview

-- AVG AGE
$6.4M AVG AUM / ADVISOR
$289.6K AVG AUM / CLIENT
0.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age

Insights

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Asset Classes

Vertex momentum Delta

Client Personas

Crest matrix Alpha signal

Custodian

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Fund Managers

Frontier ember Ember vital

Investment Themes

Ember Bridge prime Foundation timber

Investment Vehicles

Crest

Services

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Technology

Fusion Focus insight Harbor catalyst

Owner & Executives

F

FLAVIO NELSON MEDEIROS

Chief Compliance Officer, Managing Member

CRD
#5251938
Ownership
75% or more
(667) 877-7350
summit.zenith@frontiercapital.com
in linkedin.com/in/prime-beacon

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Contacts

M

Matthew Tanner Carroll

--

CRD
#8070395
(989) 774-7827
pathway.insight@foundationcapital.com
in linkedin.com/in/matrix-oak

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $6,005,451 --
Non-Discretionary $6,735,630 --
Total $12,741,081 --

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Separately Managed Accounts

Total SMA Asset: $12,741,081

$12.7M Total SMA
Public Funds:
17.0%
Cash:
29.0%
Corporate - Investment Grade:
19.1%
Equity - Exchange:
23.0%
U.S. Government/Agency:
11.9%
Asset class Assets Assets %
Public Funds $531,023,571 17.0%
Cash $905,863,739 29.0%
Corporate - Investment Grade $596,620,601 19.1%
Equity - Exchange $718,443,655 23.0%
U.S. Government/Agency $371,716,501 11.9%
Total $3,123,668,067 100.0%

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