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Coastal Wealth

Finance · Florida, United States · 350 Employees

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About

Headquarters

1000 Corporate Dr Ste 700, Fort Lauderdale, Flo...

Phone Number

(954) 938-8800

Revenue

$19.4 Million

Industry

Venture Capital & Private Equity Finance

Who is Coastal Wealth

Coastal Wealth is a wealth management firm providing financial planning services with many locations throughout Florida. Coastal Wealth is headquartered in Fort Lauderdale, Florida.Explore more
Coastal Wealth's Social MediaPopular SearchesCoastal Wealthmycoastalwealth.comCoastal Wealth LLCCoastal Wealth InvestmentsCoastal Wealth Property and CasualtySIC Code 62,628NAICS Code 52,523Show more

Coastal Wealth Org Chart

Jeremy Straub

Founder & Chief Executive Officer

PhoneEmail
Janett Eichenberger

Group Planning Solutions Chief of Staff

PhoneEmail
Chantal Cox

Region Chief of Staff (South)

PhoneEmail

PhoneEmail

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Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Coastal Wealth

$19.4M
350
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Coastal Wealth Employee Growth Rate

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Coastal Wealth Tech Stack

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Frequently Asked Questions Regarding Coastal Wealth

Where is Coastal Wealth located?
Coastal Wealth's headquarters are located at 1000 Corporate Dr Ste 700, Fort Lauderdale, Florida, 33334, United States
What is Coastal Wealth's phone number?
Coastal Wealth's phone number is (954) 938-8800
What is Coastal Wealth's official website?
Coastal Wealth's official website is www.mycoastalwealth.com
What is Coastal Wealth's Revenue?
Coastal Wealth's revenue is $19.4 Million
What is Coastal Wealth's SIC code?
Coastal Wealth's SIC: 62,628
What is Coastal Wealth's NAICS code?
Coastal Wealth's NAICS: 52,523
How many employees does Coastal Wealth have?
Coastal Wealth has 350 employees
What industry does Coastal Wealth belong to?
Coastal Wealth is in the industry of: Venture Capital & Private Equity, Finance
What is Coastal Wealth competition?
Coastal Wealth top competitors include: HBKS Wealth Advisors, Bartlett & Co., Washington Financial, Strategic Financial Partners
What companies has Coastal Wealth acquired?
Coastal Wealth has acquired the companies: Wood Creek Capital Management, Babson Capital Europe, Fraser Financial Group, Worldwide Photography
What technology does Coastal Wealth use?
Some of the popular technologies that Coastal Wealth uses are: Facebook Web Custom Audiences, Facebook Pixel, WordPress.org, PHP
Who is the CEO of Coastal Wealth?
Coastal Wealth's CEO is Jeremy Straub
How do I contact Coastal Wealth?
Coastal Wealth contact info: Phone number: (954) 938-8800 Website: www.mycoastalwealth.com
What does Coastal Wealth do?

Coastal Wealth is a wealth management firm providing financial planning services with many locations throughout Florida. Coastal Wealth is headquartered in Fort Lauderdale, Florida.... Read More

What are Coastal Wealth social media links?
Coastal Wealth Linkedin page Coastal Wealth Twitter page Coastal Wealth Facebook page
Is Coastal Wealth a public company?
Coastal Wealth is private company therefore does not currently have an official ticker symbol
See more information about Coastal Wealth

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