Eagles Coast Wealth Management, LLC Employee Directory

Financial ServicesSouth Carolina, United States2-10 Employees

Eagles Coast Wealth Management is a registered investment advisor in Charleston, South Carolina. Management has extensive knowledge within the financial industry and has used their experience to broaden financial solutions implementing advanced digital wealth technology.

Asset Management has changed dramatically since the recession and financial crisis of 2007-2008. The confidence in the old ways and methods of Wall Street have been seriously questioned and the trust in them evaporated.

Eagles Coast prides ourselves on partnering with experienced and qualified financial professionals.  We offer a robust wealth advisory platform that enables our advisors to scale up business and better serve their clients.

The use of cutting edge financial technology in asset management platforms gives us the ability to scale rapidly as a boutique firm and grow at a faster rate.  We offer extremely attractive grid payouts that enhance our advisors practice and by extension their clients experience .

Eagles Coast represents 40+ years of financial experience in both the institutional and retail markets. Collectively we recognize a seismic shift in assets from traditional wire houses to independent RIAs (Registered Investment Advisors) and broker dealers.

Find Eagles Coast Wealth Management, LLC employees' phone numbers or email addresses

Eagles Coast Wealth Management, LLC Global Highlights

Location
Employees

North America
7

Minus sign iconPlus sign icon
  • United States Of America
    7

Eagles Coast Wealth Management, LLC's Leadership

  • Stylized image of a person
    P. M.
    Ceo
    Phone icon
  • Stylized image of a person
    I. F.
    Chief Investment Officer
    Phone icon
  • Stylized image of a person
    S. V.
    Human Resources Coordinator
    Phone icon

Eagles Coast Wealth Management, LLC Employee Metrics

100%
50%
0%
2026
2025
2024
  • Banking
  • Business
  • Human Resources
  • Legal
  • Accounting
  • Other

Contact profiles from Eagles Coast Wealth Management, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    I. F.
    Chief Investment Officer
    Phone icon
    United StatesSouth Carolina
    Oct 16, 2025
  • Stylized image of a person
    P. M.
    Ceo
    Phone icon
    United StatesSouth Carolina
    Sep 11, 2025
  • Stylized image of a person
    S. V.
    Human Resources Coordinator
    Phone icon
    United StatesMassachusetts
    Jan 08, 2026

Frequently Asked Questions

What is Eagles Coast Wealth Management, LLC known for?

Minus sign iconPlus sign icon
Eagles Coast Wealth Management, LLC was founded in 2017 operates in the Financial Services industry. Explore Eagles Coast Wealth Management, LLC's company overview page for more information.

What is Eagles Coast Wealth Management, LLC's most common email format?

Minus sign iconPlus sign icon
Eagles Coast Wealth Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Eagles Coast Wealth Management, LLC email formats with LeadIQ.

How many employees does Eagles Coast Wealth Management, LLC have currently?

Minus sign iconPlus sign icon
Eagles Coast Wealth Management, LLC has approximately 6 employees as of January 2026. These team members are located across 1 continents, including North America.

Who are Eagles Coast Wealth Management, LLC's key employees and leadership?

Minus sign iconPlus sign icon

As of January 2026, Eagles Coast Wealth Management, LLC's key employees include:

  • Ceo: P. M.
  • Chief Investment Officer: I. F.
  • Human Resources Coordinator: S. V.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.