# Coastal Wealth Management

Coastal Wealth Management is a Bank / Wealth / Trust based in New York, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2022
- **Assets under management:** Undisclosed
- **Website:** coastalprivatewealthmgmt.com
- **LinkedIn:** https://www.linkedin.com/company/coastal-private-wealth-management

## Regulatory record

- **CRD number:** 327867
- **SEC file number:** 801-128660
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-09-05
- **Reports private funds:** No

## About

Coastal Wealth Management registered in 2022 and operates from New York. The firm provides discretionary investment advisory services, a model where it holds trading authority over client accounts rather than simply offering recommendations. This structure is typical of breakaway advisors who leave large brokerage firms to establish independent practices, though no specific wirehouse affiliation or founding team has been publicly identified. The firm's early-stage profile means its client base, asset mix, and investment philosophy remain undocumented in public filings beyond the bare regulatory minimum. The firm's Form ADV and other regulatory disclosures do not surface a defined asset-class allocation strategy, but discretionary RIAs of this vintage typically deploy capital across individual equities, fixed income, ETFs, and mutual funds. There is no indication of private-market access, direct deal participation, or alternative investment offerings. Without any named portfolio holdings or published investor letters, the portfolio construction approach — active versus passive, tactical versus strategic — cannot be independently characterized. Coastal Wealth Management does not disclose its assets under management, number of clients, or team headcount. Early-stage wealth managers often operate with a principal advisor supported by one or two administrative staff. The firm has no public record of hiring announcements, partnership formations, or acquisitions. No philanthropic foundation, adjacent real-asset vehicle, or membership in professional networks like Tiger 21 has been publicly linked to the firm. The absence of a LinkedIn presence or substantive website content further limits visibility into its operational scale. This firm belongs to a large and growing category of newly minted RIAs — many of them wirehouse defectors — whose structural differentiator is independence itself: freedom from product-shelf constraints, proprietary fund requirements, and sales quotas that characterize the brokerage model they left behind. For Coastal Wealth Management, that independence is the working thesis, though its specific execution — whether it leans toward passive indexing, active manager selection, or thematic tilts — remains opaque. Succession and governance structure are similarly undefined in the public record.

## Questions

### What is Coastal Wealth Management's investment approach?

Coastal Wealth Management offers discretionary investment advisory services, meaning it holds trading authority over client accounts and builds portfolios without requiring client approval for each transaction. No published investment philosophy or model-portfolio documentation exists in the public record, making the specific approach — whether it skews active or passive, tactical or strategic — unknown. This opacity is common among early-stage RIAs that have not yet faced institutional due-diligence scrutiny.

### Who founded Coastal Wealth Management?

The firm's founding team has not been publicly identified. Coastal Wealth Management's regulatory filings and website do not name any principals, advisors, or key personnel. The 2022 launch timing aligns with a wave of wirehouse breakaways that accelerated after the pandemic, but no specific former brokerage affiliation has been confirmed.

## Related profiles

- [Coastal Community Foundation](https://altss.com/profile/coastal-community-foundation)
- [Coastline Wealth Management](https://altss.com/profile/coastline-wealth-management)

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Updated: 2026-10-23T09:23:13Z

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