# Coastal Way Financial Group

Coastal Way Financial Group is a RIA based in United States.

## Overview

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

## Regulatory record

- **CRD number:** 285844
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/285844

## About

Coastal Way Financial Group, LLC is a state-registered investment adviser in West Palm Beach, FL. The firm manages approximately $66 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### What investment stages does Coastal Way Financial Group typically target?

No investment-stage preferences are documented for Coastal Way Financial Group. The firm has no known track record of public investments, fund commitments, or direct deals, making its stage focus impossible to determine.

### Does Coastal Way Financial Group participate in fund commitments or only direct deals?

There are no public records of Coastal Way Financial Group participating in either fund commitments or direct deals. The firm's investment vehicle structure is not disclosed, and no third-party sources confirm any external capital activity.

### How is Coastal Way Financial Group related to other entities?

No direct connections or spinout relationships have been publicly identified for Coastal Way Financial Group. The firm does not appear linked to any other investment vehicles or family offices in public records.

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Last updated: 2026-07-06T01:24:14.351Z

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