# Crystal Coast Wealth Advisors

Crystal Coast Wealth Advisors is an Asset Manager based in Swansboro, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Swansboro, United States
- **Region:** North America
- **Address:** Swansboro, NC, United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 336337
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/336337

## About

Crystal Coast Wealth Advisors LLC is a state-registered investment adviser. It has 2 employees and 2 investment advisers.

## Sectors

- Wealth Management
- Retirement Planning

## Questions

### Does the firm have a stated investment philosophy or specialty?

The firm's practice focuses broadly on retirement planning, investment management, and financial strategy for individuals. There is no public evidence of a specialized sector concentration or a proprietary research edge comparable to thematic investment platforms found at larger RIAs or single-family offices.

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

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