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| Keyboard |
| East Coast Wealth Management Inc
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|
|---|---|
| CRD # | 136155 |
| SEC # | 801-132522 |
| CIK # | |
| AUM | 153.0 M (2026-02-26) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 973-396-8626 |
| Address | 220 Ridgedale Avenue Florham Park, NJ 07932 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 141 | 27.2 |
| (b) Individuals (high net worth individuals) | 60 | 125.8 |
| (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 | 285 | 153.0 |
| By Discretionary | ||
| Discretionary | 193 | 106.5 |
| Non-Discretionary | 92 | 46.5 |
| Total | 285 | 153.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 153.0 | |
| Total | 285 | 153.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
GEA Sphere LLC
✚
|
RI | 153.6 M |
|
RH Dinel Investment Counsel Inc
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|
CA | 153.5 M |
|
Wise Wealth Partners LLC
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|
TME Financial Inc
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CA | 153.1 M |
|
STW Associates
✚
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152.8 M | |
|
Blue Point Financial Inc
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ME | 152.7 M |
|
Garner Financial Management Inc
✚
|
CA | 152.6 M |
|
Balanz Advisors LLC
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|
FL | 152.6 M |
|
Troutman Wealth Management LLC
✚
|
PA | 152.5 M |
|
JCM Strategic Wealth Partners LLC
✚
|
IN | 152.4 M |