What departments does Coastal Wealth, Inc. have?

Coastal Wealth, Inc. has employees across 2 departments including Finance, Support.

What is the largest department at Coastal Wealth, Inc.?

The largest department at Coastal Wealth, Inc. is Support with 2 employees.

Where are Coastal Wealth, Inc. employees located globally?

Coastal Wealth, Inc. has employees across 1 continents and 1 countries including United States Of America.

How has Coastal Wealth, Inc.'s team size changed over time?

Coastal Wealth, Inc.'s team has decreased from approximately 12 to 10 employees based on available data.

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Coastal Wealth, Inc. Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Coastal Wealth, Inc. is a financial services company located at 28202 Cabot Road, Suite 260, Laguna Niguel, California 92677, United States. The firm employs between 2 and 10 people. It provides financial planning and advisory services and aims to understand clients' needs, goals, and circumstances to develop, implement, and monitor tailored strategies. Its financial professionals are registered representatives with LPL Financial, and securities and advisory services are offered through LPL Financial, a Registered Investment Advisor and member SIPC. In March 2026, Coastal Wealth, Inc. received Finseca's Community Impact Award for its community work. Revenue is reported in the range of $10 million to $25 million.

Coastal Wealth, Inc. Global Highlights

North America
22

United States Of America
22

Coastal Wealth, Inc.'s Leadership

L. O.
Portfolio Manager
Mobile Phone
Email
A. M.
Financial Services Representative
Mobile Phone
Email
J. T.
Help Desk
Mobile Phone
Email
R. W.
Help Desk
Mobile Phone
Email

Coastal Wealth, Inc. Employee Metrics

100%

50%

2026

2025

Banking
Business
Community & Social Services
Accounting
Administrative
Other
Analytics

Contact profiles from Coastal Wealth, Inc.

Name

Title

Contact Info

Location

Last Update

L. O.
Portfolio Manager
Mobile Phone
Email
Oct 23, 2024
A. M.
Financial Services Representative
Mobile Phone
Email
Oct 17, 2024
J. T.
Help Desk
Mobile Phone
Email
Oct 22, 2024
R. W.
Help Desk
Mobile Phone
Email
Oct 16, 2024

Frequently Asked Questions

What is Coastal Wealth, Inc. known for?

Coastal Wealth, Inc. operates in the Financial Services industry. The company's main headquarters is located in 28202 Cabot Road Suite 260 Laguna Niguel, California 92677 United States; you can contact the main corporate office by phone at

+1-714-974-****

. Explore Coastal Wealth, Inc.'s company overview page for more information.

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

Coastal Wealth, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Coastal Wealth, Inc. email formats with LeadIQ.

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

Coastal Wealth, Inc. has approximately 8 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Coastal Wealth, Inc.'s key employees and leadership?

As of June 2026, Coastal Wealth, Inc.'s key employees include:

Portfolio Manager: L. O.
Financial Services Representative: A. M.
Help Desk: J. T.
Help Desk: R. W.

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Coastal Wealth, Inc. Employee Directory

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