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SOUTH COAST PLANNING & WEALTH MANAGEMENT
SOUTH COAST PLANNING & WEALTH MANAGEMENT LLC
CRD 326997
222 MILLIKEN BLVD, FALL RIVER, MA, 02721, United States
Phone
508-290-0411
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$35.3M
Discretionary AUM
$35.3M
Team
1 total employees; 1 advisory reps; 19 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)TAX PREPARATION SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 59 | $20.9M |
| High net worth individuals | 11 | $14.4M |
All web addresses on file
Official SEC filing: View on IAPD