Every new Florida business filing, every dayCoastal Valley Wealth Management
Rties Coastal Valley Prope, Authorized Member
Coastal Valley Wealth Management is a financial advisory firm in Ponte Vedra Beach, FL, offering retirement planning, IRA services, estate planning, and advisory services. The website lists multiple phone numbers and describes services for individuals.
Filed September 3, 2025 · St Petersburg, FL · Pinellas County
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Florida Division of Corporations (Sunbiz) · Entity L25000407595 · Retrieved April 23, 2026
About Coastal Valley Wealth Management
Coastal Valley Assets LLC filed in Florida on September 3, 2025, as an active wealth management company based in St Petersburg. The company was filed through ED AGENTS INC as its registered agent. Its domain was registered nearly five years before the filing, on May 6, 2020, through Wild West Domains. The company shares its address with 1,370 other entities and its registered agent with 24,532 others. No annual report or EIN on file yet.
- Domain registered 1,946 days before the Florida filing.
- Filed through a corporate registered agent service (ED AGENTS INC).
- Shares its address with 1,370 other entities.
- Shares its registered agent with 24,532 other entities.
- No annual report or EIN on file yet.
Compiled from the state record, the company's public web presence, and our own research; revenue, employee, and footprint figures are estimates, not verified financials. Updated August 24, 2026.
One of 1,119 new businesses registered in St Petersburg in September 2025, and the only wealth management business registered there that month.
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Filing Details
Verified Business Profile
Contact Information
Verified Website Profile
We matched this business to its website and pulled the domain's registration (WHOIS) record. Domain age is one of the strongest signals that a filing is a truly new business and not a re-filing or paperwork change.
Officers / Authorized Persons
Frequently Asked Questions
When was Coastal Valley Wealth Management registered?
Coastal Valley Wealth Management was registered as FLAL on September 3, 2025 in Florida.
Where is Coastal Valley Wealth Management located?
Coastal Valley Wealth Management is based in St Petersburg, FL, 33702, in Pinellas County.
What type of business is Coastal Valley Wealth Management?
Coastal Valley Wealth Management is classified as a wealth management business.
Is Coastal Valley Wealth Management still active?
According to the Florida Division of Corporations, Coastal Valley Wealth Management's current record status is "active".
Does Coastal Valley Wealth Management have an EIN on file?
No EIN was found on file for Coastal Valley Wealth Management at the time of registration.
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