This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-16-2004
- Office Locations
- 1
Office Locations
About Coastal Wealth Management, LP
Coastal Wealth Management, LP is a Texas-based boutique RIA led by founder Kirk Zickler, focused on risk-managed portfolio construction and wealth preservation for individuals, including entrepreneurs. The firm emphasizes capital preservation, staying nimble as markets change, and is willing to move to cash when uncertainty rises. Portfolios are primarily equity/ETF-based and are custodied through Fidelity/NFS.
Team overview
Insights
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
WILLIAM KIRK ZICKLER
Chief Executive Officer, Limited Partner, Managing Partner
- CRD
- #4755862
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,100,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,100,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
Continue browsing