COASTAL WEALTH ADVISORY SERVICES, LLC

COASTAL WEALTH ADVISORY SERVICES, LLC of LAKE MARY, FL is an SEC-registered investment adviser (CRD 306986). Regulatory assets under management: $20.3M.

Registration

• CRD: 306986
• Type: Registered investment adviser
• Location: 2500 W. LAKE MARY BLVD, LAKE MARY, FL, 32746
• Phone: 407-878-3424
• Latest filing: 2026-02-24
• Regulatory AUM: $20.3M
• Discretionary AUM: $20.3M
• Clients: 1
• Accounts: 301

Business model

Compensation: % of AUM.

Clients served: High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 306986 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search