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Coastal Wealth Logo
Coastal Wealth CB Rank
232062
Heat Score
90
Coastal Wealth provide comprehensive wealth management services.
Founded
obfuscation
Private Fort Lauderdale, Florida, United States251-500 www.mycoastalwealth.com/
Financial Services
Overview

Coastal Wealth
Heat Score
90

Growth Score
pts
in past quarter
Heat Score 90
40 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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+2 more milestones
See more interactive data and historical milestones on desktop for the best experience

About Coastal Wealth

CB Rank
232062
Coastal Wealth provide comprehensive wealth management services.
Founded
obfuscation
Private Fort Lauderdale, Florida, United States251-500 www.mycoastalwealth.com/
Financial Services

Key People

Details

Operating Status Active
Company Type For Profit
About the Company
Coastal Wealth provide comprehensive wealth management services.
Predictions & Insights

Growth Prediction

See this Growth Prediction
Top Contributing Factors
Key Employee Changes

Products & Services

Comprehensive Wealth Management
Coastal Wealth offers a holistic approach to wealth management, including financial planning, investment strategies, tax planning, asset allocation, risk management, insurance, retirement, and estate planning.
Comprehensive Wealth Management
Coastal Wealth offers a holistic approach to wealth management, including financial planning, investment strategies, tax planning, asset allocation, risk management, insurance, retirement, and estate planning.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 251-500 Employee Profiles 3 Board Members and Advisors 1 Contacts 207

Employee Profiles

Board Members and Advisors

News

News and Press

News•May 7, 2026
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News•May 7, 2026
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

3,208
29.62%
 in past month

IT Spend

$15.5MThis year, Coastal Wealth is projected to spend $15.5M on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Group Calendars Logo
Group Calendars
96
PC Gamer Logo
PC Gamer
95
Connected TV (CTV) Logo
Connected TV (CTV)
94

Active Website Tech Count

3Coastal Wealth is actively using 3 technologies for its website, according to BuiltWith. These include CommonCrawl Top 5m and  SiteGround CAPTCHA.
Sub-Organizations
Frequently Asked Questions

Where is Coastal Wealth's headquarters? Coastal Wealth is located in Fort Lauderdale, Florida, United States.Who are Coastal Wealth's competitors? Alternatives and possible competitors to Coastal Wealth may include Charles Schwab, JP Morgan, and  Raymond James.
Who We Are
What We Do
Helpful Links
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