Coast Wealth Management

Summary

Coast Wealth Management (website coastwealthgroup.com) claims to be an independent fiduciary financial advisory firm based in South Carolina, USA. However, based on public information verification, its company entity cannot be confirmed with matching records in mainstream registration databases (SEC EDGAR), its regulatory license status is unclear, and the domain has undergone recent registration changes. Overall score 19/100 (Extremely High Risk). Current public information neither proves it is a scam nor provides sufficient safety signals. Investors are advised to independently verify the company entity, regulatory license, and contracting entity before opening an account or depositing funds.

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Institution Overview

• Brand Name: Coast Wealth Management / Coast Wealth Group
• Official Website Domain: https://coastwealthgroup.com/
• Claimed Legal Entity: Coast Wealth Management Group LLC
• Claimed Business Type: Independent fiduciary financial advisory firm offering retirement planning, investment management, 401(k) rollovers, estate and legacy planning, etc.
• Target Clients: Pre-retirees and retirees, teachers, nurses, state government employees, women experiencing life transitions
• Claimed Custodians: Charles Schwab, Altruist
• Contact Information: Phone (843) 855-4910, Email info@coastwealthgroup.com
• Address: 1000 21st Avenue North, Suite 12, Myrtle Beach, SC 29577 (This address is self-reported on the website; no matching brand-address relationship has yet been confirmed in public registration records or maps)

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Company Entity and Registration Information

The website homepage and disclaimer clearly mention "Coast Wealth Management Group LLC" as a South Carolina-registered investment advisor. However:

• SEC EDGAR Company Search: Searched at https://www.sec.gov/edgar/search/ using "coastwealthgroup", "Coast Wealth Management", and "Coast Wealth Management Group LLC" – no matching results returned.
• U.S. State Business Registry: The South Carolina Secretary of State website is currently a recommended verification portal; automated comparison has not yet been completed.
• Address Verification: Google Maps search page has been captured, but no entity named "Coast Wealth Management" has been confirmed at that address.

⚠️ Currently, no strongly matching company registration records can be found in publicly available sources. The claimed legal entity on the website lacks a verifiable correspondence with mainstream databases.

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Regulatory and License Status

The website states: "Advisory services are offered by Coast Wealth Management Group LLC an Investment Advisor in the State of South Carolina" and provides a link to the FINRA BrokerCheck tip at the bottom. However:

• No valid registration number or license number for this firm has been found in public information from the SEC, FINRA, or any state securities regulator.
• Verification steps such as SEC IAPD database search and FINRA BrokerCheck search have not been completed; no valid regulatory license can be confirmed from currently available public materials.
• Active queries through official regulatory bodies are the only reliable way to verify the compliance of a financial services provider. Users are advised to independently verify via SEC IAPD or FINRA BrokerCheck.

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Website, Domain, Address, and Contact Information

Domain Information

Item	Content
Domain	coastwealthgroup.com
Registration Date	2022-12-04
Expiration Date	2026-12-04
Recent Change	2025-11-19 (approximately 195 days ago)
Registrar	Squarespace Domains LLC
Name Servers	Corey.ns.cloudflare.com / Violet.ns.cloudflare.com
Risk Note	The domain underwent registration information changes within the last six months; attention is needed as to whether it has been recently transferred or reactivated.

Contact Information

• Email: info@coastwealthgroup.com
• Phone: (843) 855-4910
• Social Media: Links provided on the website lead to personal LinkedIn and Facebook pages (flaviocoast), not official company social media accounts.
• Address: 1000 21st Avenue North, Suite 12, Myrtle Beach, SC 29577 (Self-reported address; brand matching verification has not been completed via public maps or registration records).

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Products and Services

According to the website, Coast Wealth Management offers the following services:

• Retirement Planning
• Investment Management
• 401(k) Rollovers
• Estate & Legacy Planning
• Fiduciary Financial Guidance

The platform claims to custody client assets through Charles Schwab and Altruist, and emphasizes no commissions and no company quotas. These are marketing descriptions from the website and have not been independently verified through third-party public sources.

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Public Footprint and Negative Information

• A public search engine query for "coastwealthgroup.com scam", "coastwealthgroup.com complaint", "coastwealthgroup.com withdrawal problem", etc., currently reveals no obvious negative results.
• However, the brand's independent public footprint is very limited: no news media coverage, no third-party review site pages, no user forum discussions.
• No negative findings do not equal safety – a financial services provider with an extremely weak public footprint cannot gain credibility from the mere absence of complaints.

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Comprehensive Evaluation

Score Breakdown

Dimension	Score / Explanation
Company Entity Verification	Low – No matching entity found in SEC EDGAR
Website Ownership Verification	Low – Association between domain and company entity not cross-confirmed by registration records or external sources
Regulatory License Verification	Not Found – No valid license number or registration number verifiable
Address Verification	Weak – Only self-reported on website; brand+address match not confirmed in public maps or registries
Public Footprint	Weak – Very little independent third-party content
Domain History	Medium – Registered over 3 years, but recent changes
Risk Signal Deduction	-8 points (Recent domain change + missing company entity + missing license)
Total Score	19/100
Risk Level	Extremely High Risk

Core Risk Points

1. Company Entity Cannot Be Cross-Verified: The claimed "Coast Wealth Management Group LLC" has no matching record in SEC EDGAR; state registration automated comparison not yet completed.
2. Regulatory License Unconfirmable: No registration or license number is publicly available; the website's "Investment Advisor in South Carolina" statement lacks independent verification.
3. Recent Domain Change: Registration information changed approximately 195 days ago; caution is warranted regarding possible domain transfer or repurposing.
4. Social Media Links Are Personal Pages: The website links to personal LinkedIn/Facebook pages, not official company accounts, hindering identity verification.

Based on the above information, current public materials do not indicate the platform is a clear scam, but they also do not establish any form of credibility. Investors should maintain a high level of vigilance and refrain from depositing funds or submitting personal information before completing independent verification.

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Public Source Links

The following links are from publicly accessible sources referenced in this review, allowing readers to conduct their own verification:

• Official Website
• RDAP domain lookup: coastwealthgroup.com
• SEC EDGAR Company Search public-page crawl
• US State Business Registry public-page crawl
• Address and Google Maps public-page crawl
• Traffic and website-footprint sources: coastwealthgroup.com

Frequently Asked Questions (FAQ)

1. What is Coast Wealth Management? Is it a forex, CFD, stock, precious metals, energy, cryptocurrency, or other investment trading service provider?

Coast Wealth Management's website describes itself as an independent fiduciary financial advisory firm based in South Carolina, USA, focusing on retirement planning, investment management, 401(k) rollovers, estate planning, and other financial services. It does not fall under typical forex, CFD, or cryptocurrency trading platforms; rather, it operates within the traditional investment advisory business scope.

2. What trading products, account services, trading software, platform website features, or financial services does Coast Wealth Management offer?

Services listed on the website include: Retirement Planning, Investment Management, 401(k) Rollovers, Estate & Legacy Planning, and Fiduciary Financial Guidance. The platform claims to custody accounts through Charles Schwab and Altruist, offers a free retirement guide download, and an online contact form. No proprietary trading software or trading platform is mentioned.

3. Can the website, company entity, registered address, customer service email, contact information, and public materials of Coast Wealth Management be verified?

The website is publicly accessible (https://coastwealthgroup.com/), but the company entity "Coast Wealth Management Group LLC" has no matching record found in SEC EDGAR. The address, phone number, and email are all self-reported on the website and have not been independently verified through third-party public sources. Social media links point to personal pages, not official company accounts.

4. Is Coast Wealth Management regulated? Does it have publicly available licenses, registration numbers, regulatory bodies, financial services permissions, or company search records?

No valid regulatory license number or registration number has been found in current public information. The website states "Advisory services are offered by Coast Wealth Management Group LLC an Investment Advisor in the State of South Carolina," but this statement cannot be independently confirmed through public databases of the SEC, FINRA, or South Carolina securities regulators. Users are advised to conduct their own checks via SEC IAPD or FINRA BrokerCheck.

5. Before using Coast Wealth Management to open an account, deposit funds, trade, or submit personal information, what key information should investors verify?

• Confirm whether the contracting entity is a genuine SEC or state-registered investment advisor and obtain the registration number;
• Verify the background of financial advisors through FINRA BrokerCheck;
• Confirm whether the name of the receiving account matches the legally registered entity;
• Understand the withdrawal process, fee structure, and custodial arrangements;
• Retain copies of all communications and contract records before depositing any funds.

6. Is Coast Wealth Management a scam platform? Are there online reports of scam, fraud, black platforms, investment scams, or fake broker information?

As of current public information queries, no clear scam, fraud, or complaint records have been found online. However, it should be noted that the platform has an extremely weak independent public footprint. The absence of negative records may also be due to its very low visibility rather than its reliability. Currently, it cannot be concluded as a scam, but it also lacks positive verification.

7. Is Coast Wealth Management legitimate? Do its company registration, license claims, regulatory materials, and actual operating entity align?

Legitimacy cannot be confirmed from current public information. Regarding company registration, SEC EDGAR returned no match, and the state registration automated query has not yet been completed. License claims originate solely from the website with no independent corroboration. Whether the actual operating entity matches the website's claims requires further investigation.

8. Is Coast Wealth Management safe? What should be noted regarding fund safety, account security, trading risks, personal data security, and platform credibility?

Current public information is insufficient to guarantee safety. Primary security concerns are: ① unverified company entity and regulatory identity; ② recent changes to domain registration information; ③ contact information and social media lack enterprise-level endorsement. All claims regarding asset custody (e.g., Charles Schwab, Altruist) should be treated as marketing content and require independent confirmation from the custodians.

9. Are there complaints about Coast Wealth Management regarding inability to withdraw funds, withdrawal problems, difficulty withdrawing, refusal to pay out, or funds being irretrievable?

Current public searches have not found any complaints or user reports regarding withdrawal issues with Coast Wealth Management. However, given the platform's extremely weak public footprint, the absence of complaints does not necessarily mean no problems exist. Do not assume funds can be withdrawn normally without independent verification.

10. Are there complaints, negative reviews, exposures, negative news, regulatory warnings, blacklist records, or high-risk public materials concerning Coast Wealth Management?

No complaints, negative reviews, regulatory warnings, or blacklist records for this brand have been found in public searches to date. However, this information should not be interpreted as no risk. Users are advised to proactively check with the SEC, FINRA, and the South Carolina securities regulator, while also paying attention to risk signals such as domain changes.

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Source Description

This review is compiled based on the following publicly available information sources, and all conclusions are limited to accessible public materials:

• Official Website: https://coastwealthgroup.com/ (including homepage, disclosure statements, contact information pages, etc.)
• Domain Registration Records: Registration, expiration, and change information for coastwealthgroup.com obtained via Verisign RDAP
• SEC EDGAR Company Search: https://www.sec.gov/edgar/search/ (no match found)
• Google Maps Public Search Page: Map page for the address captured; brand matching confirmation not yet completed
• Public Search Engine Negative Queries: Search results for keywords such as scam, complaint, withdrawal problem

The above information is for investor reference only and does not constitute investment advice or a safety guarantee. Before making any financial decisions, please independently verify through official regulatory bodies.