Coastline Complete Wealth LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bluffton, SC. Its latest Form ADV filing, dated March 27, 2026, reports $214M in regulatory assets under management, 3 employees, 2 offices, and 507 accounts.
Assets Under Management
$214M
Employees
3
Offices
2 offices
Total Clients
186
Primary office
BLUFFTON, SC
255 NEW RIVERSIDE VILLAGE W WAY, UNIT 202, BLUFFTON, SC, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 65.1% of total clients.
Top client categories% of clientsClients
1
Individuals
65.1%
121
2
HNWI
34.9%
65
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$214Mas of March 27, 2026
Discretionary100.0%
$214M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$214M
Total Accounts507
10Y AUM Change+$214M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee62:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.