# Coastline Complete Wealth LLC

> Coastline Complete Wealth LLC is an SEC-registered investment advisory firm in Bluffton, SC, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 4, 2026.

- CRD: 338227
- Filed as: COASTLINE COMPLETE WEALTH LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bluffton, SC
- Filing period: October 2026
- Form ADV filing dated: August 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/338227
- AdvisorCensus page: https://advisorcensus.com/firm/coastline-complete-wealth-llc-bluffton-sc-338227

## Quick answers

**How is Coastline Complete Wealth LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Coastline Complete Wealth LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does Coastline Complete Wealth LLC charge?**
Its Form ADV Part 2A brochure dated August 3, 2026 states: Asset-based fee: 0.75% to 1.25% a year (a range, as the brochure states it); Hourly rate: $250 to $500 an hour (stand-alone financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Coastline Complete Wealth LLC located?**
Coastline Complete Wealth LLC's principal office is in Bluffton, SC, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Coastline Complete Wealth LLC registered with the SEC or a state?**
Coastline Complete Wealth LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 338227.

**How much does Coastline Complete Wealth LLC manage?**
Coastline Complete Wealth LLC reports $213,631,245 in regulatory assets under management in its Form ADV filing dated August 4, 2026 (100% discretionary).

**What types of clients does Coastline Complete Wealth LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (121); high net worth individuals (65).

**Which custodians does Coastline Complete Wealth LLC use?**
Coastline Complete Wealth LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Coastline Complete Wealth LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/338227

**Does Coastline Complete Wealth LLC state an account minimum?**
Its Form ADV Part 2A brochure dated August 3, 2026 says: "CCW requires a minimum relationship size of $250,000 to effectively implement its investment process. This relationship size may be reduced or waived at the sole discretion of the Advisor."

**What changed in Coastline Complete Wealth LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $0 to $213,631,245.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated August 3, 2026)

- Asset-based fee: 0.75% to 1.25% a year (a range, as the brochure states it)

> Wealth management fees range from 0.75% to 1.25% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor.

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> CCW requires a minimum relationship size of $250,000 to effectively implement its investment process. This relationship size may be reduced or waived at the sole discretion of the Advisor.

- Hourly rate: $250 to $500 an hour (stand-alone financial planning services)

> The Advisor also offers stand-alone financial planning services at an hourly rate ranging from $250 to $500 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Raymond James & Associates, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $213,631,245
- Discretionary: $213,631,245
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 121 | $84,339,593 |
| High net worth individuals | 65 | $129,291,652 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (0 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, GA, LA, NC, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Savannah, GA

### Websites listed on Form ADV (Item 1.I)
- coastlinecw.com
- Facebook facebook.com

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $0 to $213,631,245.

### January 2026
- Registered or notice-filed in FL, LA, NC, TX.

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Coastline Complete Wealth LLC (CRD 338227): Form ADV filing data as of October 2026.