# Coastal Wealth Advisory Services, LLC

> Coastal Wealth Advisory Services, LLC is a state-registered investment advisory firm in Lake Mary, FL, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 24, 2026.

- CRD: 306986
- Filed as: COASTAL WEALTH ADVISORY SERVICES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lake Mary, FL
- Filing period: October 2026
- Form ADV filing dated: February 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/306986
- AdvisorCensus page: https://advisorcensus.com/firm/coastal-wealth-advisory-services-llc-lake-mary-fl-306986

## Quick answers

**How is Coastal Wealth Advisory Services, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Coastal Wealth Advisory Services, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Coastal Wealth Advisory Services, LLC located?**
Coastal Wealth Advisory Services, LLC's principal office is in Lake Mary, FL, according to its Form ADV.

**Is Coastal Wealth Advisory Services, LLC registered with the SEC or a state?**
Coastal Wealth Advisory Services, LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 306986.

**How much does Coastal Wealth Advisory Services, LLC manage?**
Coastal Wealth Advisory Services, LLC reports $20,257,031 in regulatory assets under management in its Form ADV filing dated February 24, 2026 (100% discretionary).

**What types of clients does Coastal Wealth Advisory Services, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (224); high net worth individuals (6).

**Does Coastal Wealth Advisory Services, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/306986

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $20,257,031
- Discretionary: $20,257,031
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 224 | $14,895,549 |
| High net worth individuals | 6 | $5,361,482 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NC, SC, VA, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cwaservices.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Coastal Wealth Advisory Services, LLC (CRD 306986): Form ADV filing data as of October 2026.