RIADelta · Form ADV amended
COASTAL WEALTH ADVISORS, LLC
Form ADV filing recorded 2026-08-12 · CRD 174574 · $106.6 million regulatory AUM
EventForm ADV amended
Effective2026-08-12
On 2026-08-12 the SEC recorded a Form ADV filing for COASTAL WEALTH ADVISORS, LLC (CRD 174574). The filing reports $106.6 million in regulatory assets under management. 2 employees. Form ADV content is self-reported by the adviser and is not verified by the SEC or by us.
Reported facts
- Firm crd number
- 174574
- Legal name
- COASTAL WEALTH ADVISORS, LLC
- Filed on
- 2026-08-12
- Regulatory aum usd
- $106,620,193
- Total employees
- 2
- Reports disclosure
- No
Every field above is as sec_iapd_adviser_feed published it. Nothing on this page is our interpretation.
Provenance
- Source
- sec_iapd_adviser_feed
- Source record
174574- Snapshot hash
c472e0ed99bc52686524da347076ad740dd07caf6ca14252ad569b0ae7923a52- Source URL
- https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_FIRM_SEC_Feed_09_01_2026.xml.gz
- Observed
- 2026-09-08T16:22:09.483Z
- Transform
sec_iapd_firm_to_adviser v1- Event rule
sec_iapd_adviser_filed v1- Event key
ef8776249af1a805535b3e141b441c6eed43f19043aa4b0f2dfd7ab6bbfed0b3- Signal type
ria_filing.amended
Source terms that apply
- Form ADV content is self-reported by each firm and is not verified by the SEC or by us
- Registration is not an endorsement and this is not a view on any firm's quality
- Nothing here is a recommendation about securities or about hiring an adviser
- Not affiliated with or endorsed by the SEC
Source: SEC Investment Adviser Public Disclosure (IAPD) Form ADV data