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⚲
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| Coastline Complete Wealth LLC
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|
|---|---|
| CRD # | 338227 |
| SEC # | 801-134400 |
| CIK # | 0002112134 |
| AUM | $213.6 M (2026-03-27) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 843-379-1300 |
| Address | 255 New Riverside Village W Way Bluffton, SC 29910 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 2.3 | ||
| Planet Fitness Inc | 2.0 | ||
| Alphabet Inc | 1.8 | ||
| Microsoft Corp | 1.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 121 | 84.3 |
| (b) Individuals (high net worth individuals) | 65 | 129.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 507 | 213.6 |
| By Discretionary | ||
| Discretionary | 507 | 213.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 507 | 213.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 213.6 | |
| Total | 507 | 213.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002112134] |
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|---|---|---|
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