COASTAL WAY FINANCIAL GROUP, LLC

COASTAL WAY FINANCIAL GROUP, LLC of WEST PALM BEACH, FL is an SEC-registered investment adviser (CRD 285844). Regulatory assets under management: $66.2M.

Registration

• CRD: 285844
• Type: Registered investment adviser
• Location: 900 N. OLIVE AVENUE, WEST PALM BEACH, FL, 33401
• Phone: 561-328-2759
• Latest filing: 2026-01-20
• Regulatory AUM: $66.2M
• Discretionary AUM: $66.2M
• Clients: 1
• Accounts: 85

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 285844 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search