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EAST COAST WEALTH MANAGEMENT, INC.

FLORHAM PARK, NJ · CRD 136155 · IAPD ↗ · eastcoastwealth.com · 973-396-8626

$153.0MRegulatory AUM
2Advisory reps
2Employees
0Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
May 2025 — EAST COAST WEALTH MANAGEMENT, INC. (FLORHAM PARK, NJ) is newly SEC-registered with $124.8M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.