Coastal Private Wealth Management LLC
● SEC registered since 2023CRD 327867SEC# 801-128660Vero Beach, FL
Reg. AUM
$45.1M
Employees
1
Accounts
101
Location
Vero Beach, FL
Coastal Private Wealth Management LLC assets under management
Coastal Private Wealth Management LLC is a registered investment adviser overseen by the SEC based in Vero Beach, FL. The firm has been registered since 2023. It reports $45.1 million in regulatory assets under management and employs 1 people.
Coastal Private Wealth Management LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Laura Casey Control | Managing Director And Cco | Over 75% | 2022 |
Frequently asked questions
How much does Coastal Private Wealth Management LLC manage?
Coastal Private Wealth Management LLC reports $45.1 million in regulatory assets under management on its Form ADV.
How many employees does Coastal Private Wealth Management LLC have?
Coastal Private Wealth Management LLC reports 1 employees.
Where is Coastal Private Wealth Management LLC located?
Coastal Private Wealth Management LLC is based in Vero Beach, FL and has been SEC-registered since 2023.
Does Coastal Private Wealth Management LLC disclose fund performance?
Coastal Private Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8725 Lakeside Blvd, # 308, Vero Beach, FL 32963 |
| Phone | 917-558-2468 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$45.1M▲ 32%
Jan '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 96%
Larger than 4% of 16,306 advisers
EmployeesTop 94%
More than 6% of 16,824 advisers
Assets under management
$45.1Mregulatory AUM
Discretionary $45.1M