Coastal Wealth Management

EST. AUM
$45,108,910

CONTACTS

CLIENT ACCOUNTS
101

Firm Details

Metro area New York City
CRD Number 327867
Website coastalprivatewealthmgmt.com
Client types

Overview

Coastal Wealth Management is a New York-based independent RIA providing fee-based, discretionary investment management. Founded and led by Laura Casey, the firm employs a fundamental analysis-driven approach combined with a tactical allocation strategy aimed at reducing downside volatility while optimizing performance. Coastal distinguishes itself through a "custom management" philosophy, rejecting standardized wrap-fee programs in favor of tailored portfolios that account for specific client restrictions and tax requirements. The firm is unique in its willingness to utilize performance-based fee structures without a high-water mark or hurdle rate.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Coastal Wealth Management

Platform Details

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