Coastal Wealth Management
Coastal Wealth Management is an SEC-registered wealth manager in New York, NY with $45.1M assets under management (AUM, regulatory AUM), +32% over one year. See who owns Coastal Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 327867, SEC 801-128660, data through 2026-02-02.
- AUM (assets under management / regulatory AUM)
- $45.1M (2026-02-02)
- Firm type
- Wealth Manager
- Location
- New York, NY
- Employees
- 1
- Clients
- 32
- CRD
- 327867
- Ownership
- Casey, Laura
How much AUM does Coastal Wealth Management have?
Coastal Wealth Management reported $45.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-02).
Who owns Coastal Wealth Management?
Disclosed owners and executives of Coastal Wealth Management include Casey, Laura. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.