Coastwise Capital Group LLC

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Assets, Funds, Holdings

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Coastwise Capital Group LLC
CRD #139564
SEC #801-126023
CIK #0001934500
AUM $164.3 MM (2024-03-18)
Employees 5 (80% Investors, 0% Brokers)
Phone858-454-6670
Address7777 Fay Avenue
La Jolla, CA 92037
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
170136102683402008201320192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 6.7
AMZN 1,092,997.8 4.8
NVDA 399,550.0 4.3
GOOGL 1,475,138.5 3.9
MSFT 1,918,222.4 3.0
META 434,852.0 2.2
PFE 284,248.0 2.0
VZ 211,914.0 1.8
T 147,547.0 1.6
BAC 278,315.2 1.6
View All
Holdings by Sector ($MM)
1108866442202022202320242025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 120 75.2
(b) Individuals (high net worth individuals) 35 89.1
(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 340 164.3
By Discretionary
Discretionary 340 164.3
Non-Discretionary 0 0.0
Total 340 164.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 164.3
Total 340 164.3
EDGAR Form CIK 2011 - 2024
13F-HR [0001934500]
Comparable Firms State AUM ($BB)
Lobnek Wealth Management Inc
0.2
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MO 0.2
Hodge Financial Services LLC
NH 0.2
Jaykay Wealth Advisors Inc
TX 0.2
Klein Pavlis & Peasley Financial Inc
CA 0.2
Financially Speaking Inc
CO 0.2
WH CornerStone Investments Inc
MA 0.2
Enspyre Wealth Advisors Inc
MN 0.2
Dale Buckner Inc
TX 0.2
Kahler Financial Group Inc
SD 0.2
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