Coastal Wealth Planners Revenue

Financial Services • Barnegat, New Jersey, United States • 1-10 Employees

Coastal Wealth Planners revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Key Contact at Coastal Wealth Planners

Kyle Hartcoastalwp

Founder, Financial Planner

Company overview

Headquarters	3 Maplewood Ct, Barnegat, New Jersey 08005, US
Website	coastal-wp.com
NAICS	52
Keywords	Retirement Planning, Financial Planning, Wealth Management, Legacy Planning, Tax Efficient Investing, Income Planning
Founded	2019
Employees	1-10

About Coastal Wealth Planners

Comprehensive Virtual Financial Planning & Wealth Management Services. Note: Materials on this page are for informational purposes and are not to be taken as personal investment, tax, estate or financial planning. For individualized advice and guidance please schedule a meeting with and advisor. Coastal Wealth Planners is registered as an investment advisor in the state of NJ and also may conduct business in other states under applicable de-minimus rules before needing to register in them. Client accounts and securities are held/traded under Charels Schwab & Co. Independent Advisor Platform ("Schwab") and/or Institutional Intelligent Portfolios ("IIP").For more information please contact our office at (732)554-1099 x101, visit our website: www.coastal-wp.com, FINRA Brokercheck https://brokercheck.finra.org/ or the SEC Website https://adviserinfo.sec.gov/

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Coastal Wealth Planners has never raised funding before.

Frequently asked questions

Coastal Wealth Planners is located in Barnegat, New Jersey, US.

Coastal Wealth Planners generates an estimated annual revenue of $85,555. This revenue figure reflects the company's market position and business performance in its industry.

Coastal Wealth Planners has an estimated valuation of $273,776. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Coastal Wealth Planners was founded in 2019, making it 7 years old. The company has established itself as a significant player in its industry over this time.

Coastal Wealth Planners has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Coastal Wealth Planners

Kyle Hartcoastalwp

Founder, Financial Planner

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