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COASTAL WEALTH MANAGEMENT

COASTAL PRIVATE WEALTH MANAGEMENT LLC

CRD 327867 · SEC 801-128660

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85 BROAD STREET, 18TH FLOOR, NEW YORK, NY, 10004, United States

Phone

917-558-2468

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$45.1M

Discretionary AUM

$45.1M

Team

1 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-02-02

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
High net worth individuals32$45.1M

States served

CA, NJ, NY, CT

All web addresses on file

Official SEC filing: View on IAPD