SOUTH COAST PLANNING & WEALTH MANAGEMENT

SOUTH COAST PLANNING & WEALTH MANAGEMENT of FALL RIVER, MA is an SEC-registered investment adviser (CRD 326997). Regulatory assets under management: $35.3M.

Registration

• CRD: 326997
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 326997 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search