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Coastal Wealth Advisors, LLC

EST. AUM
$106,620,193

CONTACTS

CLIENT ACCOUNTS
274

Firm Details

Metro area Charleston, SC
CRD Number 174574
Website coastalwealthadvisors.com
Client types

Overview

Coastal Wealth Advisors, LLC is a registered investment adviser founded in 2015 and based in Johns Island, South Carolina. The firm provides comprehensive financial planning, discretionary investment management, quarterly business planning, and ERISA 3(21) retirement plan consulting. It serves individuals, high-net-worth individuals, businesses, plan sponsors, and other organizations. The firm is wholly owned by Justin Matthew Follmer and reported discretionary AUM of $106,620,193 as of December 31, 2025. Its portfolio approach uses strategic asset allocation with core and satellite exposures across ETFs, mutual funds, stocks, structured notes, and bonds.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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