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Coastal Private Wealth Management LLC

● SEC registered since 2023CRD 327867SEC# 801-128660New York, NY
Export (members)
Reg. AUM
$34.2M
Employees
1
Accounts
71
Location
New York, NY

Coastal Private Wealth Management LLC assets under management

Coastal Private Wealth Management LLC is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 2023. It reports $34.2 million in regulatory assets under management and employs 1 people.
www.coastalprivatewealthmgmt.comView on SEC.gov ↗

Coastal Private Wealth Management LLC owners & executives

1 reported
NameTitleOwnershipSince
Laura Casey ControlManaging Director And CcoOver 75%2022

Frequently asked questions

How much does Coastal Private Wealth Management LLC manage?

Coastal Private Wealth Management LLC reports $34.2 million in regulatory assets under management on its Form ADV.

How many employees does Coastal Private Wealth Management LLC have?

Coastal Private Wealth Management LLC reports 1 employees.

Where is Coastal Private Wealth Management LLC located?

Coastal Private Wealth Management LLC is based in New York, NY and has been SEC-registered since 2023.

Does Coastal Private Wealth Management LLC disclose fund performance?

Coastal Private Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address85 Broad Street, 18th Floor, New York, NY 10004
Phone917-558-2468
Office hours9 a.m. - 5 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$34.2M
Non-discretionary$0
Total (RAUM)$34.2M