Insights

Niche Market Focus Coastal Wealth targets individual clients seeking personalized financial planning, presenting an opportunity to offer tailored wealth management solutions and expand service offerings geared towards high-net-worth individuals.

Technology Adoption With a tech stack that includes AWS, Cloudflare, HubSpot, and Datadog, the company demonstrates a strong emphasis on digital infrastructure, making it receptive to advanced fintech tools, CRM enhancements, and cybersecurity solutions.

Growing Revenue Range Operating within a revenue bracket of 10 million to 25 million dollars, Coastal Wealth represents a mid-sized firm primed for scalable service partnerships, technology upgrades, and strategic growth initiatives.

Market Positioning Despite being smaller than industry giants, Coastal Wealth's commitment to personalized service and comprehensive financial guidance creates opportunities to position specialized financial products and exclusive advisory services.

Partnership Potential As a registered advisory within a larger network like LPL Financial, there are prospects for collaboration in compliance, back-office support, and co-marketing strategies to enhance client acquisition and retention capabilities.

Coastal Wealth, Inc. Tech Stack

Coastal Wealth, Inc. uses 8 technology products and services including HubSpot Analytics, Amazon EC2, Cloudflare, and more. Explore Coastal Wealth, Inc.'s tech stack below.

HubSpot Analytics

Analytics

Amazon EC2

Cloud Infrastructure Computing

Cloudflare

Content Management System

JSON-LD

Javascript Frameworks

jQuery

Javascript Libraries

PHP

Programming Languages

Google Analytics

Web Analytics

Facebook

Widgets

Coastal Wealth, Inc. Email Formats	Example	Percentage
FLast@disinc.net	JDoe@disinc.net	83%
First.Last@disinc.net	John.Doe@disinc.net	6%
FirstL@disinc.net	JohnD@disinc.net	5%
First@disinc.net	John@disinc.net	6%

Coastal Wealth, Inc. Email Formats

Example

Percentage

FLast@disinc.net

JDoe@disinc.net

83%

First.Last@disinc.net

John.Doe@disinc.net

FirstL@disinc.net

JohnD@disinc.net

First@disinc.net

John@disinc.net

Frequently Asked Questions

Where is Coastal Wealth, Inc.'s headquarters located?

Coastal Wealth, Inc.'s main headquarters is located at 28202 Cabot Road Suite 260 Laguna Niguel, California 92677 United States. The company has employees across 1 continents, including North America.

What is Coastal Wealth, Inc.'s phone number?

You can contact Coastal Wealth, Inc.'s main corporate office by phone at

+1-714-974-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Coastal Wealth, Inc.'s official website and social media links?

Coastal Wealth, Inc.'s official website is coastalwealthinc.com and has social profiles on LinkedIn.

What is Coastal Wealth, Inc.'s NAICS code?

Coastal Wealth, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Coastal Wealth, Inc. have currently?

As of February 2026, Coastal Wealth, Inc. has approximately 9 employees across 1 continents, including North America. Key team members include Portfolio Manager: L. O.Financial Services Representative: A. M.Help Desk: J. T.. Explore Coastal Wealth, Inc.'s employee directory with LeadIQ.

What industry does Coastal Wealth, Inc. belong to?

Coastal Wealth, Inc. operates in the Financial Services industry.

What technology does Coastal Wealth, Inc. use?

Coastal Wealth, Inc.'s tech stack includes HubSpot AnalyticsAmazon EC2CloudflareJSON-LDjQueryPHPGoogle AnalyticsFacebook.

What is Coastal Wealth, Inc.'s email format?

Coastal Wealth, Inc.'s email format typically follows the pattern of FLast@disinc.net. Find more Coastal Wealth, Inc. email formats with LeadIQ.

Coastal Wealth, Inc.

Q: How many employees does Coastal Wealth, Inc. have currently?

Coastal Wealth, Inc. has approximately 9 employees.

Financial ServicesCalifornia, United States2-10 Employees

Welcome to Coastal Wealth, Inc., where achieving financial well-being is not just about numbers — it's about the journey towards your dreams.

Our mission is to get to know and understand you; your needs, wants, and goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

Managing your finances can often feel overwhelming, leaving you uncertain about the best path to take. That's where we come in. Our experienced team provides the guidance and support you need to navigate the complexities of financial planning, allowing you to make informed decisions with confidence and clarity.

Our team understands the challenges you’re facing and can help you be prepared for the future you've always imagined. Our years of experience provide a roadmap of solutions to help address the financial needs you have at every stage of your life. Our mission is to help you succeed in reaching your goals and achieve the financial balance you strive for.

At Coastal Wealth, Inc., we are more than financial advisors; we're your partners in progress, committed to helping you turn your monetary aspirations into reality. Let us guide you on your financial journey so you can focus on living the life you've always envisioned. Contact us today to schedule a consultation.

The financial professionals of Coastal Wealth Inc., are registered representatives with and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member SIPC. www.sipc.org.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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