# Coastal Wealth Management, LP

> Coastal Wealth Management, LP is a state-registered investment advisory firm in Houston, TX, registered since 2004, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 131939
- Filed as: COASTAL WEALTH MANAGEMENT, LP
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/131939
- AdvisorCensus page: https://advisorcensus.com/firm/coastal-wealth-management-lp-houston-tx-131939

## Quick answers

**How is Coastal Wealth Management, LP compensated?**
On its Form ADV (Item 5.E, October 2026), Coastal Wealth Management, LP reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Coastal Wealth Management, LP located?**
Coastal Wealth Management, LP's principal office is in Houston, TX, according to its Form ADV.

**Is Coastal Wealth Management, LP registered with the SEC or a state?**
Coastal Wealth Management, LP is a state-registered investment advisory firm, registered since 2004. Status as filed: APPROVED. CRD 131939.

**How much does Coastal Wealth Management, LP manage?**
Coastal Wealth Management, LP reports $2,100,000 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**What types of clients does Coastal Wealth Management, LP serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (20).

**Does Coastal Wealth Management, LP 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/131939

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $2,100,000
- Discretionary: $2,100,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 20 | $2,100,000 |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

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

### Firm details
- Registered since: 2004 (22 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Coastal Wealth Management, LP (CRD 131939): Form ADV filing data as of October 2026.