COASTAL PRIVATE WEALTH MANAGEMENT LLC
Legal name: COASTAL WEALTH MANAGEMENT
CRD #327867 SEC #801-128660 NEW YORK, NY 917-558-2468
SEC Registered
Total AUM
$34.2M
Discretionary
$34.2M
Employees
2
Clients
1
Accounts
71
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $34.2M | $34.2M | $0 | 2 | 0 |
| Feb 2025 | $34.2M | $34.2M | $0 | 1 | 0 |
| Feb 2025 | $34.2M | $34.2M | $0 | 1 | 0 |
| Jan 2025 | $34.2M | $34.2M | $0 | 1 | 0 |
| Oct 2024 | $33.8M | $25.7M | $8.2M | 1 | 0 |
| Oct 2024 | $33.8M | $25.7M | $8.2M | 1 | 0 |
| Oct 2024 | $33.8M | $25.7M | $8.2M | 1 | 0 |
| Jan 2024 | $31.2M | $21.7M | $9.5M | 1 | 0 |
| Aug 2023 | $0 | $0 | $0 | 1 | 0 |
| Aug 2023 | $0 | $0 | $0 | 1 | 0 |
DateOct 2025
Total AUM$34.2M
Discretionary$34.2M
Non-Disc.$0
Employees2
Clients0
DateFeb 2025
Total AUM$34.2M
Discretionary$34.2M
Non-Disc.$0
Employees1
Clients0
DateFeb 2025
Total AUM$34.2M
Discretionary$34.2M
Non-Disc.$0
Employees1
Clients0
DateJan 2025
Total AUM$34.2M
Discretionary$34.2M
Non-Disc.$0
Employees1
Clients0
DateOct 2024
Total AUM$33.8M
Discretionary$25.7M
Non-Disc.$8.2M
Employees1
Clients0
DateOct 2024
Total AUM$33.8M
Discretionary$25.7M
Non-Disc.$8.2M
Employees1
Clients0
DateOct 2024
Total AUM$33.8M
Discretionary$25.7M
Non-Disc.$8.2M
Employees1
Clients0
DateJan 2024
Total AUM$31.2M
Discretionary$21.7M
Non-Disc.$9.5M
Employees1
Clients0
DateAug 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateAug 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0