Coastal Wealth Advisory Services, LLC

Coastal Wealth Advisory Services is a registered investment advisor operating as a multi-family office, providing fiduciary wealth management services to high-net-worth clients. The firm does not appear to function as a proprietary investment vehicle or direct capital allocator.

The firm's principals and investment committee members are not publicly identified. As an RIA, decisions are made by internal advisors, but no named individuals are listed in public sources.

The firm does not publicly disclose direct investment activity. It likely outsources private market exposure through third-party managers or fund-of-funds, given its multi-family office advisory model.

The firm's geographic focus is not publicly specified. It operates under the name 'Coastal,' which may suggest a coastal US location, but no official headquarters, additional offices, or regional emphasis is confirmed.

The firm does not disclose the source of client wealth. Clients are likely high-net-worth families with diverse wealth origins, including business ownership, inheritance, or professional careers.

Unlike a single-family office that manages the capital of one family, Coastal Wealth advises multiple unrelated families. It does not invest its own balance sheet and operates under a fiduciary RIA framework, not an investment holding company.

As a registered investment advisor, the firm must comply with SEC or state securities regulations, including fiduciary duties. Its exact registration status and prior regulatory history are not publicly documented.