SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Coastal Wealth Management
New York, NY
Coastal Private Wealth Management LLC, CRD 327867
Firm filing updated September 5, 2026 ·
- $45.1MAssets
- 32Clients
- 1Advisory staff
- 101Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Performance-based feesYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- High net worth individuals32
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 32 | $45.1 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Financial planning services
- Portfolio management for individuals and/or small businesses
Assets and accounts
- Regulatory assets$45.1 million
- Accounts101
- DiscretionaryAll accounts
People
- Employees1
- Advisory staff1
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients1 to 10
Registration details
- Legal name: Coastal Private Wealth Management LLC SEC-registered investment advisor. CRD 327867, SEC file 801-128660.
- Registered with the SEC as an investment advisor (status date on record: August 31, 2023).
Is Coastal Wealth Management a fiduciary?
Short answer: Coastal Wealth Management is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.