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| Keyboard |
| Coastal Private Wealth Management LLC
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|---|---|
| CRD # | 327867 |
| SEC # | 801-128660 |
| CIK # | |
| AUM | 45.1 M (2026-02-02) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 917-558-2468 |
| Address | 85 Broad Street New York, NY 10004 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (7/17/2026) [Brochure] |
|---|
Item 5. Fees and Compensation Investment management fees are described in each client's advisory agreement and Form ADV. Fees are generally billed quarterly in arrears unless otherwise agreed. Financial planning fees may be fixed or hourly. Clients may incur brokerage, custodial, mutual fund, ETF and other third-party expenses. |
| Account Minimums and Types of Clients — Form ADV Part 2A (7/17/2026) [Brochure] |
|---|
Item 7. Types of Clients The Firm serves individuals, high-net-worth individuals, trusts, estates, charitable organizations, retirement plans, and businesses. |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 32 | 45.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 101 | 45.1 |
| By Discretionary | ||
| Discretionary | 101 | 45.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 101 | 45.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 45.1 | |
| Total | 101 | 45.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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