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Coastwise Capital Group
Coastwise Capital Group was founded in 2006. It functions as a US wealth manager serving multiple client types. Services cover asset management, financial...
Coastwise Capital Group
Coastwise Capital Group was founded in 2006. It functions as a US wealth manager serving multiple client types. Services cover asset management, financial planning, portfolio management, and investment management. Clients include individuals, corporations, business entities, and trusts. Operations remain centered in La Jolla. No additional offices, team size, or recent operational events appear in available records. No portfolio holdings or fund vehicles are identified. The firm maintains a standard wealth-management structure without disclosed hybrid vehicles or succession details.
General information
Firm type
Bank / Wealth / Trust
Year founded
2006
AUM
Undisclosed
Location
Region
North America
Country
United States
City
La Jolla
Corporate office
La Jolla, United States
Frequently asked questions
Who are the principals at Coastwise Capital Group?
No named principals are disclosed in available sources.
What services does Coastwise Capital Group provide?
The firm provides asset management, financial planning, portfolio management, and investment management.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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