# SOUTH COAST PLANNING & WEALTH MANAGEMENT

SOUTH COAST PLANNING & WEALTH MANAGEMENT of FALL RIVER, MA is an SEC-registered investment adviser.

## Registration

- CRD: 326997
- Type: SEC-registered investment adviser
- Location: 222 MILLIKEN BLVD, FALL RIVER, MA, 02721
- Phone: 508-290-0411
- Latest filing: 2026-01-23
- Regulatory AUM: $35.3M
- Discretionary AUM: $35.3M
- Clients: 1
- Accounts: 147

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Other

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/326997/brochure
- Similar advisers: https://search.stillhousedata.com/firm/326997/similar
- Related entities: https://search.stillhousedata.com/firm/326997/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/326997

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.