COAST WEALTH MANAGEMENT GROUP, LLC

COAST WEALTH MANAGEMENT GROUP, LLC of MYRTLE BEACH, SC is an SEC-registered investment adviser (CRD 335056). Regulatory assets under management: $12.7M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 335056
• Type: Registered investment adviser
• Location: 1000 21ST AVE N., MYRTLE BEACH, SC, 29577
• Phone: 843-855-4910
• Latest filing: 2026-08-03
• Regulatory AUM: $12.7M
• Discretionary AUM: $6.0M
• Non-discretionary AUM: $6.7M
• Clients: 2
• Accounts: 66

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, 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 335056 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search