Eagles Coast Wealth Management, LLC

Overview

Eagles Coast Wealth Management, LLC is a state registered investment adviser based in Daniel Island, SC, registered since 2018. It reports $50.1M in assets under management across 243 accounts, with 2 employees. It has 2 investment adviser representatives.

Reported AUM

$50.1M

Discretionary

100%

Accounts

243

Average account

$206K

Employees

2

Advisory reps

2

Registered since

2018

Jurisdictions

8

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets

Executive officers 1 of 1

• Paul S Martin Chief Executive Officer, Chief Compliance Officer CRD 5078914

Advisory reps 2 of 2

• Paul S Martin Investment Adviser Rep CRD 5078914
• Matthew Stone Investment Adviser Rep CRD 4221737

Location

Headquarters

225 Seven Farms Dr Ste 203
Daniel Island, SC 29492

County

Berkeley

Metro area

Charleston-North Charleston, SC

Region

South

Registrations

• State registered
• Registered in 8 jurisdictions
• Website: eagleswm.com

Every state, with registration dates

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