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Eagles Coast Wealth Management, LLC Employee Directory

Financial ServicesSouth Carolina, United States2-10 Employees

Eagles Coast Wealth Management, LLC operates as a registered investment adviser based in Mount Pleasant, South Carolina, in the Charleston area. It draws on extensive financial industry experience to broaden the range of solutions it offers, supported by digital wealth technology. Positioned as a boutique advisory platform, it aims to help independent financial professionals scale their practice while better serving clients.

Collectively, the firm's leadership holds more than four decades of experience in both institutional and retail markets. It acknowledges a longer-term shift in asset management away from traditional wire houses toward independent RIAs and broker-dealers. The firm emphasizes partnerships with experienced professionals and maintains a payout structure intended to support advisors and their clients.

Find Eagles Coast Wealth Management, LLC employees' phone numbers or email addresses

Eagles Coast Wealth Management, LLC Global Highlights

Location
Employees

North America
7

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  • United States Of America
    7

Eagles Coast Wealth Management, LLC's Leadership

  • Stylized image of a person
    P. M.
    Ceo
    Phone icon
    Mobile Phone
  • Stylized image of a person
    I. F.
    Chief Investment Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. V.
    Human Resources Coordinator
    Phone icon
    Mobile Phone

Eagles Coast Wealth Management, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Human Resources
  • Legal
  • Accounting
  • Other

Contact profiles from Eagles Coast Wealth Management, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    I. F.
    Chief Investment Officer
    Phone icon
    Mobile Phone
    United StatesSouth Carolina
    May 08, 2026
  • Stylized image of a person
    P. M.
    Ceo
    Phone icon
    Mobile Phone
    United StatesSouth Carolina
    Jun 08, 2026
  • Stylized image of a person
    S. V.
    Human Resources Coordinator
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    Apr 13, 2026

Frequently Asked Questions

What is Eagles Coast Wealth Management, LLC known for?

Minus sign iconPlus sign iconEagles Coast Wealth Management, LLC was founded in 2017 operates in the Financial Services industry. The company's main headquarters is located in 782 Johnnie Dodds Boulevard H-3 Mount Pleasant, South Carolina 29464 United States. Explore Eagles Coast Wealth Management, LLC's company overview page for more information.

What is Eagles Coast Wealth Management, LLC's most common email format?

Minus sign iconPlus sign iconEagles Coast Wealth Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Eagles Coast Wealth Management, LLC email formats with LeadIQ.

How many employees does Eagles Coast Wealth Management, LLC have currently?

Minus sign iconPlus sign iconEagles Coast Wealth Management, LLC has approximately 6 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Eagles Coast Wealth Management, LLC's key employees and leadership?

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As of June 2026, Eagles Coast Wealth Management, LLC's key employees include:

  • Ceo: P. M.
  • Chief Investment Officer: I. F.
  • Human Resources Coordinator: S. V.

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