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East Coast Wealth Management, Inc.

● SEC registered since 2025CRD 136155SEC# 801-132522Florham Park, NJ
Export (members)
Reg. AUM
$153M
Employees
2
Accounts
285
Location
Florham Park, NJ

East Coast Wealth Management, Inc. assets under management

East Coast Wealth Management, Inc. is a registered investment adviser overseen by the SEC based in Florham Park, NJ. The firm has been registered since 2025. It reports $153 million in regulatory assets under management and employs 2 people.

East Coast Wealth Management, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Gregory Robert Mastrandrea ControlOfficer And Shareholder5-10%2014
Robert Michael Mastrandrea ControlPresident, Shareholder, Chief Compliance OfficerOver 75%2005

Frequently asked questions

How much does East Coast Wealth Management, Inc. manage?

East Coast Wealth Management, Inc. reports $153 million in regulatory assets under management on its Form ADV.

How many employees does East Coast Wealth Management, Inc. have?

East Coast Wealth Management, Inc. reports 2 employees.

Where is East Coast Wealth Management, Inc. located?

East Coast Wealth Management, Inc. is based in Florham Park, NJ and has been SEC-registered since 2025.

Does East Coast Wealth Management, Inc. disclose fund performance?

East Coast Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address220 Ridgedale Avenue, Suite A3, Florham Park, NJ 07932
Phone973-396-8626
Fax973-396-8628
Office hours9-5
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Regulatory AUM

$153M▲ 23%
Mar '25 — $124.8MApr '25 — $124.8MMay '25 — $124.8MJun '25 — $124.8MJul '25 — $124.8MAug '25 — $124.8MSep '25 — $124.8MOct '25 — $124.8MNov '25 — $124.8MDec '25 — $124.8MJan '26 — $124.8MFeb '26 — $153MMar '26 — $153MApr '26 — $153MMay '26 — $153MJun '26 — $153M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers

Assets under management

$153Mregulatory AUM
Discretionary $106.5MNon-discretionary $46.5M