# Coast Wealth Management Group

Coast Wealth Management Group is a RIA based in US.

## Overview

- **Organization type:** RIA
- **Headquarters:** US
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed
- **Website:** coastwealthmanagementgroup.com

## Regulatory record

- **CRD number:** 335056
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/335056

## About

COAST WEALTH MANAGEMENT GROUP, LLC is a state-registered investment adviser in MYRTLE BEACH, SC. The firm manages $13 million in assets, $6 million on a discretionary basis. It has 2 employees and 2 investment advisers.

## Sectors

- Wealth Management
- Financial Planning
- Investment Management

## Questions

### Who oversees investment decisions at Coast Wealth Management Group?

Coast Wealth Management Group operates as a registered investment advisor, meaning it has a fiduciary duty to clients. Specific portfolio managers or investment committee members are not publicly named, but the firm's advisors make allocation decisions based on individual client goals. For precise leadership details, direct inquiry is necessary.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/coast-wealth-management-group-llc

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