AdvizorPro

Coastal Wealth Advisory Services, LLC

Coastal Wealth Advisory Services, LLC. CRD 306986

Coastal Wealth Advisory Services, LLC logo

CRD: 306986

Coastal Wealth Advisory Services, LLC

Lake Mary, FL, 32746
4078783424
www.cwaservices.com
$20.3M Total AUM
$20.3M Disc. AUM
-- 3Y CAGR
1 Employees
230 ADV. Clients
6 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Brown Brothers ยท Charles Schwab & Company
Clients
Retail
Platforms
Peak
Established Date
06-15-2020
Office Locations
1

Office Locations

2500 W. Lake Mary Blvd Suite 215 Lake Mary FL

About Coastal Wealth Advisory Services, LLC

Coastal Wealth Advisory Services is a Florida-based RIA serving individual and business clients from Virginia through Florida. The firm specializes in retirement income planning (accumulation, distribution, and preservation/transfer), legacy and tax planning, and life insurance strategies, building coordinated portfolios that may include ETFs and public funds, with custody through Charles Schwab.

Team overview

-- AVG AGE
$20.3M AVG AUM / ADVISOR
$88.1K AVG AUM / CLIENT
6.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age

Insights

Request access to benchmark trends tied to glacier.
Request access to benchmark trends tied to legacy.
Request access to benchmark trends tied to radial momentum.
Request access to benchmark trends tied to atlas.
Unlock to compare peer behavior around glacier wave.
Request access to benchmark trends tied to value value.
Upgrade to reveal position-level detail across north prime.
Open the full profile to inspect shifts in capital meridian.

Asset Classes

Ember bridge Vertex Horizon

Client Personas

Wave capital Wave Harbor legacy

Custodian

Beacon Summit

Investment Themes

North Quantum Element

Investment Vehicles

Horizon ember

Services

Ridge Focus bridge Focus Momentum fusion Foundation horizon Fusion oak Focus eagle Beacon ember Optima wave

Technology

Legacy horizon

Owner & Executives

G

GREGORY LEWIS MONEY

Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member, Owner

CRD
#2499581
Ownership
50% but less than 75%
(712) 292-7605
atlas.foundation@timbercapital.com
in linkedin.com/in/wave-insight

Showing 1 of 1 owners & executives

Unlock all

Contacts

No contact records available.

Showing 0 of 1 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $20,257,031 --
Non-Discretionary $0 --
Total $20,257,031 --

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: $20,257,031

$20.3M Total SMA
Public Funds:
30.8%
Equity - Exchange:
24.8%
Cash:
44.4%
Asset class Assets Assets %
Public Funds $1,520,992,327 30.8%
Equity - Exchange $1,224,695,120 24.8%
Cash $2,192,599,328 44.4%
Total $4,938,286,775 100.0%

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform