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Coastline Wealth Management Accelerates Expansion, Adds 18 Advisory Teams Across 8 New States

  • Written by The Bulletin

LONG ISLAND, US - Media OutReach Newswire - 11 May 2026 – Coastline Wealth Management announced the completion of a record-setting year marked by significant advisor growth and geographic expansion. From September 2024 through September 2025, the firm has added 18 advisory teams, expanding its footprint across eight new states and bringing in $1.7 billion in new client assets.

Read more: Coastline Wealth Management Accelerates Expansion, Adds 18 Advisory Teams Across 8 New States

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