A complete list of active advisors currently associated with Coastal Wealth Management, LP
Warmer can help you find a great advisor at Coastal Wealth Management, LP or one who fits your needs even better.
Coastal Wealth Management, LP is a small registered investment adviser that provides discretionary portfolio management to a mix of individual and institutional clients. Its client roster, as disclosed in the brochure, includes individuals, trusts, pension and profit‑sharing plans, charitable organizations and private investment funds, with roughly $5.7 million in assets under management across 34 clients. The firm offers fully discretionary, personalized investment supervision that is tailored to each client’s risk tolerance, tax situation and time horizon, and states a primary focus on capital preservation. Portfolio decisions consider estate, tax, real estate and insurance matters, and accounts are monitored continuously with formal reviews at least quarterly. The brochure notes a distinctive combination of real estate experience and private‑fund activity uncommon for a solo independent adviser: an affiliated individual is a licensed real estate agent and former real estate consultant, and the firm lists private investment funds among its client types. This mix of real estate credentials and engagement with private funds may shape how the firm evaluates real‑estate‑related investments and private fund relationships compared with peers.
To learn more about the advisors currently working at Coastal Wealth Management, LP, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Houston, TX
| 22
|
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