Coastal Wealth Management, LP
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$2,100,000
Total clients
20
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
20
Average account size
$105,000
About
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.
Client services
Portfolio management
Expertise
Wealth management
Fee options
$0 - $1,000,000: 1.50% Over $1,000,000+: 1.00%
Main office location
Coastal Wealth Management, LP
Katy TX, United States
Number of offices
1
Most active in
Coastal Wealth Management, LP has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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