A complete list of active advisors currently associated with Coastal Wealth Management

Warmer can help you find a great advisor at Coastal Wealth Management or one who fits your needs even better.

Coastal Wealth Management is an SEC‑registered investment adviser that provides fee‑based, discretionary portfolio management to individuals, trusts, estates, and charitable organizations. As of the brochure date the firm reported about $45.1 million in discretionary assets across 32 client relationships, indicating a concentrated client base rather than a broad retail clientele and suggesting it does not target non‑high‑net‑worth individual clients. The adviser employs a tactical allocation approach grounded in fundamental analysis and tailors portfolios to client objectives, using equities, municipal and corporate debt, U.S. government securities, and options as appropriate. Implementation includes long‑term security selection and option writing (including covered and spread strategies), with occasional use of cash positions as a hedge and discretionary rebalancing to address risk or capitalize on opportunities. A distinctive operational feature is that the firm charges performance‑based fees and discloses no hurdle rate or high‑water mark, an uncommon fee arrangement among independent advisers. The firm also manages a related private fund at the same location, has procedures to halt trading for 30 days if material non‑public information is encountered, and does not accept proxy‑voting responsibilities for client securities.

To learn more about the advisors currently working at Coastal Wealth Management, 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.