EAST COAST WEALTH MANAGEMENT, INC.

RIASEC RegisteredEst. 2025

Total AUM

$153M

Discretionary

$107M

70% of AUM

Avg account

$537K

Accounts

285

Employees

Advisory reps

Firm details

Headquarters: FLORHAM PARK, New Jersey
CRD number: 136155
Registered since: April 29, 2025
Website: www.eastcoastwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI82.25%
Individuals17.75%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

East Coast Wealth Management, Inc. is an independent, corporate-structured registered investment adviser that appears to focus on individual and family clients. The firm is SEC-registered (2025) and is designated as a capital allocator, indicating it directs client capital to outside managers in addition to managing portfolios directly. Its fee schedule combines a percentage of assets under management with hourly and fixed fees and other billing arrangements. Disclosed advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser in the provided data. Industry affiliation listed includes an accounting relationship.