COASTLINE COMPLETE WEALTH LLC
COASTLINE COMPLETE WEALTH LLC of BLUFFTON, SC is an SEC-registered investment adviser (CRD 338227). Regulatory assets under management: $213.6M.
Registration
- CRD: 338227
- SEC file number: 801-134400
- Type: Registered investment adviser
- Location: 255 NEW RIVERSIDE VILLAGE W WAY, BLUFFTON, SC, 29910
- Phone: 843-379-1300
- Latest filing: 2026-08-04
- Regulatory AUM: $213.6M
- Discretionary AUM: $213.6M
- Clients: 3
- Accounts: 507
Business model
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth, Charities.
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| Brandon Michael Cox | OWNER, FINANCIAL ADVISOR, AND CHIEF COMPLIANCE OFFICER | — |
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