A complete list of active advisors currently associated with Crystal Coast Wealth Advisors LLC

Warmer can help you find a great advisor at Crystal Coast Wealth Advisors LLC or one who fits your needs even better.

Crystal Coast Wealth Advisors LLC is a Michigan limited liability company formed in May 2025 that provides portfolio management and financial planning services. The firm states it serves individuals, high-net-worth individuals, and corporate/business clients and prepares individualized investment policy statements as the basis for ongoing advisory relationships. The firm combines fundamental analysis and modern portfolio theory and generally pursues long-term trading and strategic asset allocation across mutual funds, fixed income, real estate funds (including REITs), ETFs (including precious-metal ETFs), non-U.S. securities, annuities and private placements. CCWA typically seeks discretionary authority to manage accounts, documents client risk tolerance in written Investment Policy Statements, conducts monthly reviews, and provides quarterly custodial reporting. A notable aspect of the firm is that a principal is also a licensed insurance agent who accepts commissions for insurance and annuity sales; the brochure discloses this affiliation as a potential conflict of interest and describes steps to document and manage those conflicts. The brochure also reports the firm had no assets under management or clients at the time of filing, requires use of Schwab Institutional as custodian, and does not aggregate trades for multiple client accounts—operational features that may influence execution and service compared with many peers.

To learn more about the advisors currently working at Crystal Coast Wealth Advisors LLC, 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.