SEC Form ADV

COASTAL WEALTH MANAGEMENT

Registered Investment AdviserNY
$45.1M
Assets Under Management
101
Total Clients
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Registration Details

Accession
CRD-327867
Location
NEW YORK, NY
Filing Date
February 2, 2026
AUM
$45.1M
Total Clients
101
Amendment
No

About this Adviser

COASTAL WEALTH MANAGEMENT is a registered investment adviser headquartered in NEW YORK, NY, managing approximately $45.1M in assets across 101 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.