Garrett Louis Heine

Employer firm

Coastedge Partners, LLC CRD 149685

$2.14B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2017 → 06/2019
  Meketa Investment Group
  Carlsbad, CA
• 07/2019 → 05/2021
  Morningstar
  Chicago, IL
• 06/2021 → 05/2026
  Informed Momentum Company, Llc
  Solana Beach, CA
• 06/2026 → Present
  Coastedge Partners, Llc
  San Diego, CA
• 09/2013 → 05/2017
  The George Washington University School Of Business
  Washington, DC

Designations

• Chartered Financial Analyst