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Gathering insights about Coastwise Capital Group, LLC

Coastwise Capital Group, LLC Tech Stack

Coastwise Capital Group, LLC uses 8 technology products and services including Google Analytics Enhanced eCommerce, Unpkg, Font Awesome, and more. Explore Coastwise Capital Group, LLC's tech stack below.

  • Google Analytics Enhanced eCommerce
    Analytics
  • Unpkg
    Content Delivery Network
  • Font Awesome
    Font Scripts
  • Google Fonts API
    Font Scripts
  • React
    Javascript Frameworks
  • JSON-LD
    Javascript Frameworks
  • Polyfill
    Javascript Libraries
  • Google Analytics
    Web Analytics

Coastwise Capital Group, LLC's Email Address Formats

Coastwise Capital Group, LLC uses at least 1 format(s):
Coastwise Capital Group, LLC Email FormatsExamplePercentage
FLast@coastwisegroup.comJDoe@coastwisegroup.com
33%
First@coastwisegroup.comJohn@coastwisegroup.com
20%
Last@coastwisegroup.comDoe@coastwisegroup.com
14%
FLast@coastwisegroup.comJDoe@coastwisegroup.com
33%

Frequently Asked Questions

Where is Coastwise Capital Group, LLC's headquarters located?

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Coastwise Capital Group, LLC's main headquarters is located at 7777 Fay Avenue, Suite g5. The company has employees across 1 continents, including North America.

What is Coastwise Capital Group, LLC's phone number?

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You can contact Coastwise Capital Group, LLC's main corporate office by phone at . 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 Coastwise Capital Group, LLC's official website and social media links?

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Coastwise Capital Group, LLC's official website is coastwisegroup.com and has social profiles on LinkedIn.

What is Coastwise Capital Group, LLC's SIC code NAICS code?

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Coastwise Capital Group, LLC's SIC code is 8741 - Management Services NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Coastwise Capital Group, LLC have currently?

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As of December 2025, Coastwise Capital Group, LLC has approximately 5 employees across 1 continents, including North America. Key team members include Chief Executive Officer: S. K.. Explore Coastwise Capital Group, LLC's employee directory with LeadIQ.

What industry does Coastwise Capital Group, LLC belong to?

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Coastwise Capital Group, LLC operates in the Investment Management industry.

What technology does Coastwise Capital Group, LLC use?

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Coastwise Capital Group, LLC's tech stack includes Google Analytics Enhanced eCommerceUnpkgFont AwesomeGoogle Fonts APIReactJSON-LDPolyfillGoogle Analytics.

What is Coastwise Capital Group, LLC's email format?

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Coastwise Capital Group, LLC's email format typically follows the pattern of FLast@coastwisegroup.com. Find more Coastwise Capital Group, LLC email formats with LeadIQ.

When was Coastwise Capital Group, LLC founded?

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Coastwise Capital Group, LLC was founded in 2004.

Coastwise Capital Group, LLC

Investment ManagementCalifornia, United States2-10 Employees

Coastwise is a boutique investment advisory firm dedicated to creating customized financial solutions for its clients while providing world-class service. Starting with a financial plan, the Financial Advisors at Coastwise create, monitor, and manage portfolios for our clients to achieve their near and long-term goals, wants, and needs.

At Coastwise, we help people define their important life money goals, create a plan for them, then assist in executing this plan. We take a holistic approach to our clients' financial lives. Our goal is to allow them to sleep well at night knowing that their short and long-term wants and needs are being cared for.

Here’s WHAT MAKES US DIFFERENT:

- We have been awarded the 5 Star Wealth Manager Award for 13 years, less than 2% of eligible advisors having achieved this.
- We are fiduciaries which means we must put our clients' interests first.
- The Financial Advisors at Coastwise are highly educated (Harvard, Wharton, Berkeley) and have decades of experience investing and helping others make smart financial decisions.
- We are not distracted by other areas of business-like real estate or insurance.
- We create customized portfolios and investment solutions for our clients, including using options where appropriate to generate income and hedge portfolios.
- We are experts at using public market options for hedging, income generation, and other purposes.
- We have deep experience in assessing and advising on private market RSUs, ISOs and other forms of compensation prior to, during, and post liquidity events.
- We have written several books on investing and given dozens of presentations to groups around the 
country.

Coastwise has been named La Jolla’s Best Financial Advisor in the La Jolla Light’s “Best of La Jolla” poll, and "Best Financial Advisor" in the La Jolla Village News’ “Readers’ Choice Awards”.

For more information on our award-winning services, call us today at (858) 454-6670, email us at info@coastwisegroup.com.

Section iconCompany Overview

Headquarters
7777 Fay Avenue, Suite g5
Phone number
SIC Code
8741 - Management Services
NAICS Code
5239 - Other Financial Investment Activities
Founded
2004
Employees
2-10

Section iconFunding & Financials

  • $1M$10M

    Coastwise Capital Group, LLC's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Coastwise Capital Group, LLC's revenue is estimated to be in the range of $1M$10M

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