COASTWISE CAPITAL GROUP, LLC
CRD #139564 SEC #801-126023 LA JOLLA, CA 858-454-6670
SEC Registered
Total AUM
$184.5M
Discretionary
$184.5M
Employees
4
Clients
10
Accounts
397
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $184.5M | $184.5M | $0 | 4 | 8 |
| Mar 2025 | $184.5M | $184.5M | $0 | 5 | 8 |
| Mar 2024 | $164.3M | $164.3M | $0 | 5 | 8 |
| Mar 2023 | $116.4M | $116.4M | $0 | 5 | 10 |
| Jun 2022 | $111.6M | $111.6M | $0 | 5 | 10 |
| Sep 2012 | $36.9M | $36.9M | $0 | 1 | 200 |
| Sep 2012 | $36.9M | $36.9M | $0 | 1 | 200 |
| Aug 2012 | $37.2M | $36.9M | $220K | 1 | 200 |
| Aug 2012 | $37.2M | $36.9M | $220K | 1 | 200 |
| Jun 2012 | $37.2M | $36.9M | $220K | 1 | 200 |
| Apr 2012 | $37.2M | $36.9M | $220K | 1 | 200 |
| Jul 2011 | $32.9M | $32.9M | $0 | 5 | -- |
| May 2011 | $32.9M | $32.9M | $0 | 5 | -- |
| Apr 2011 | $32.9M | $32.9M | $0 | 5 | -- |
DateApr 2025
Total AUM$184.5M
Discretionary$184.5M
Non-Disc.$0
Employees4
Clients8
DateMar 2025
Total AUM$184.5M
Discretionary$184.5M
Non-Disc.$0
Employees5
Clients8
DateMar 2024
Total AUM$164.3M
Discretionary$164.3M
Non-Disc.$0
Employees5
Clients8
DateMar 2023
Total AUM$116.4M
Discretionary$116.4M
Non-Disc.$0
Employees5
Clients10
DateJun 2022
Total AUM$111.6M
Discretionary$111.6M
Non-Disc.$0
Employees5
Clients10
DateSep 2012
Total AUM$36.9M
Discretionary$36.9M
Non-Disc.$0
Employees1
Clients200
DateSep 2012
Total AUM$36.9M
Discretionary$36.9M
Non-Disc.$0
Employees1
Clients200
DateAug 2012
Total AUM$37.2M
Discretionary$36.9M
Non-Disc.$220K
Employees1
Clients200
DateAug 2012
Total AUM$37.2M
Discretionary$36.9M
Non-Disc.$220K
Employees1
Clients200
DateJun 2012
Total AUM$37.2M
Discretionary$36.9M
Non-Disc.$220K
Employees1
Clients200
DateApr 2012
Total AUM$37.2M
Discretionary$36.9M
Non-Disc.$220K
Employees1
Clients200
DateJul 2011
Total AUM$32.9M
Discretionary$32.9M
Non-Disc.$0
Employees5
Clients--
DateMay 2011
Total AUM$32.9M
Discretionary$32.9M
Non-Disc.$0
Employees5
Clients--
DateApr 2011
Total AUM$32.9M
Discretionary$32.9M
Non-Disc.$0
Employees5
Clients--