Overview
Assets Under Management: $153 million
Headquarters: FLORHAM PARK, NJ
High-Net-Worth Clients: 60
Average Client Assets: $2 million
Frequently Asked Questions
EAST COAST WEALTH MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #136155), EAST COAST WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
EAST COAST WEALTH MANAGEMENT, INC. is headquartered in FLORHAM PARK, NJ.
EAST COAST WEALTH MANAGEMENT, INC. serves 60 high-net-worth clients according to their SEC filing dated February 26, 2026. View client details ↓
According to their SEC Form ADV, EAST COAST WEALTH MANAGEMENT, INC. offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
EAST COAST WEALTH MANAGEMENT, INC. manages $153 million in client assets according to their SEC filing dated February 26, 2026.
According to their SEC Form ADV, EAST COAST WEALTH MANAGEMENT, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.25
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 285
Discretionary Accounts: 193
Non-Discretionary Accounts: 92
Regulatory Filings
CRD Number: 136155
Filing ID: 2042748
Last Filing Date: 2026-02-26 16:51:48