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EAST COAST WEALTH MANAGEMENT, INC.
CRD 136155 · SEC 801-132522
220 RIDGEDALE AVENUE, SUITE A3, FLORHAM PARK, NJ, 07932, United States
Phone
973-396-8626
Fax
973-396-8628
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$153.0M
Discretionary AUM
$106.5M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; FEES FOR SELECTION AND MONITORING OF INVESTMENT MANAGERS
Org form
Corporation
Filing date
2026-02-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 141 | $27.2M |
| High net worth individuals | 60 | $125.8M |
States served
NJ, NY, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD