Wealth Manager • Fort Lauderdale, United States

Coastal Wealth

Coastal Wealth is a wealth manager based in Fort Lauderdale, United States, founded in 2016. Verified contact details, AUM data, and investment preferences on FindLPs.

2016
Year Founded
Wealth Manager
Investor Type
Fort Lauderdale, United States
Headquarters
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Coastal Wealth

Coastal Wealth is a wealth manager based in Fort Lauderdale, US. Founded in 2016.

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.