SEC Form ADV

COASTAL WEALTH MANAGEMENT

Registered Investment AdviserNY
$45.1M
Assets Under Management
1
Employees
Get LP Contact Details

Registration Details

Accession
crd-327867
Location
NEW YORK, NY
Filing Date
September 5, 2026
AUM
$45.1M
Employees
1
Amendment
No

Client Types

HNW Individuals

About this Adviser

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