# The Real Wealth Coterie

The Real Wealth Coterie is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/101676545

## Regulatory record

- **CRD number:** 330683
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/330683

## About

THE REAL WEALTH COTERIE is a state-registered investment adviser in NEW HAVEN, CT. It manages approximately $8 million in regulatory assets. The firm has 1 employee and 1 investment adviser.

## Questions

### What investment stages or asset classes does The Real Wealth Coterie target?

There is no public information about the firm's asset allocation, stage preferences, or sector focus. No portfolio companies, fund commitments, co-investments, or direct deals have been attributed to The Real Wealth Coterie in any verifiable source. Any investment activity conducted by the firm remains entirely private.

## Related profiles

- [State Line Wealth Management](https://altss.com/profile/state-line-wealth-management)
- [The Buffalo Financial Group](https://altss.com/profile/the-buffalo-financial-group-llc)

---

Last updated: 2026-07-06T01:24:27.035Z

Canonical page: https://altss.com/profile/the-real-wealth-coterie

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology