COASTAL WEALTH MANAGEMENT, LP

COASTAL WEALTH MANAGEMENT, LP is an SEC-registered investment adviser (CRD 131939). Regulatory assets under management: $2.1M.

Registration

• CRD: 131939
• Type: Registered investment adviser
• Phone: 713-621-9898
• Latest filing: 2026-03-26
• Regulatory AUM: $2.1M
• Discretionary AUM: $2.1M
• Clients: 1
• Accounts: 22

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 131939 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search