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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New Jersey
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 31, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Casey, Laura | I | MANAGING DIRECTOR AND CCO | E | Control |
| Casey, Laura | I | MANAGING DIRECTOR AND CCO | E | Control |
| Casey, Laura | I | MANAGING DIRECTOR AND CCO | E | Control |
| Casey, Laura | I | MANAGING DIRECTOR AND CCO | E | Control |
| Casey, Laura | I | MANAGING DIRECTOR AND CCO | E | Control |
| Casey, Laura | I | MANAGING DIRECTOR AND CCO | E | Control |
| Casey, Laura | I | MANAGING DIRECTOR AND CCO | E | Control |
| Casey, Laura | I | MANAGING DIRECTOR AND CCO | E | Control |
| Casey, Laura | I | MANAGING DIRECTOR AND CCO | E | Control |
| Casey, Laura | I | MANAGING DIRECTOR AND CCO | E | Control |
Registrations
Federal
IA
Oct 31, 2025 REGISTERED
Notice Filings (3)
CT NJ NY
Address
85 BROAD STREET18TH FLOOR
NEW YORK, NY 10004
United States
Phone: 917-558-2468