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COASTAL PRIVATE WEALTH MANAGEMENT LLC, CRD 327867
NEW YORK, NY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| Laura Casey | n/a | NEW YORK, NY | 3 | 22 | 2 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| Casey, Laura | MANAGING DIRECTOR AND CCO | E | yes | 08/2022 | Aug 1, 2023 | Oct 29, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Rumson | Nj | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Feb 2, 2026 | $45.1M | $45.1M | 1 | 1 | 2 | n/a | n/a |
| 2024 | Feb 12, 2025 | $34.2M | $34.2M | 1 | 1 | 1 | n/a | n/a |
| 2023 | Jan 14, 2024 | $31.2M | $21.7M | 1 | 1 | 1 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 1 | 0 | 100.0% | 0 | 0 | 0 | 1 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $45.1M | $34.2M | 32.0% | n/a | n/a | 1 | 1 | 1 | 1 |