Coastal Wealth Management
Firm details
- Headquarters
- New York, New York
- CRD number
- 327867
- Registered since
- August 31, 2023
- Custodians
- RIA CUSTODIAN
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Coastal Wealth Management is an independent, individual-owned RIA that registered with the SEC in 2023. The firm focuses on serving individual and family clients with financial planning and portfolio management services for individuals and small businesses. Its fee model combines a percentage-of-AUM schedule with performance-based fee arrangements. Coastal does not list ESG investing as an active focus and is not identified as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities76%
- Non-Exchange Traded Equities10%
- Investment Grade Corp Bonds5%
- Cash & Cash Equivalents5%
- Non-Investment Grade Corp Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 85 Broad St
- Time zone
- ET (UTC-5)
- Office locations
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