# Coastwise Capital Group

Coastwise Capital Group is a Bank / Wealth / Trust based in La Jolla, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** La Jolla, United States
- **Region:** North America
- **Address:** La Jolla, United States
- **Founded:** 2006
- **Assets under management:** Undisclosed
- **Website:** coastwisegroup.com
- **LinkedIn:** https://www.linkedin.com/company/coastwise-capital-group-llc

## Regulatory record

- **CRD number:** 139564
- **SEC file number:** 801-126023
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-19T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/139564

## About

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.

## 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.

## Related profiles

- [Coastline Capital](https://altss.com/profile/coastline-capital)
- [Coatue Management](https://altss.com/profile/coatue-management)

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

Canonical page: https://altss.com/profile/coastwise-capital-group

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