CRD: 327867
Coastal Wealth Management
$45.1M Total AUM
$45.1M Disc. AUM
-- 3Y CAGR
1 Employees
32 ADV. Clients
2 yrs Firm Age
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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Ember peakPathway harbor
- Established Date
- 08-31-2023
- Office Locations
- 1
Office Locations
-- NEW York NY
About Coastal Wealth Management
Coastal Wealth Management is a New York–based advisory firm led by founder Laura Casey, providing financial planning and wealth management for individuals and families navigating retirement and major life transitions, including divorce. The team brings 80+ years of experience across trading, portfolio management, and risk planning, and typically builds ETF-centric portfolios alongside fixed income and alternatives as appropriate.
Team overview
-- AVG AGE
$45.1M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
2.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
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Asset Classes
Ridge value Vertex prime Matrix north Atlas meridian
Custodian
North summit Pathway Focus quantum Beacon North focus Catalyst
Investment Themes
Pioneer alpha
Investment Vehicles
Foundation delta
Services
Optima meridian Ember beacon Focus Frontier Vector
Technology
Wave zenith Delta frontier
Owner & Executives
Laura Casey
Chief Compliance Officer, MANAGING DIRECTOR
- CRD
- #2684465
- Ownership
- 75% or more
(711) 337-4439
peak.harbor@foundationcapital.com
in linkedin.com/in/peak-wave
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,108,910 | $446,623 |
| Non-Discretionary | $0 | -- |
| Total | $45,108,910 | $446,623 |
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Separately Managed Accounts
Total SMA Asset: $45,108,910
Equity - Exchange:
15.0% Equity - OTC:
9.8% Cash:
21.3% Corporate - Investment Grade:
12.0% Corporate - Non-Investment Grade:
15.9% Private Funds:
26.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,323,337,257 | 15.0% |
| Equity - OTC | $864,580,341 | 9.8% |
| Cash | $1,879,138,905 | 21.3% |
| Corporate - Investment Grade | $1,058,669,806 | 12.0% |
| Corporate - Non-Investment Grade | $1,402,737,492 | 15.9% |
| Private Funds | $2,293,784,579 | 26.0% |
| Total | $8,822,248,380 | 100.0% |