# Coastal Wealth Management

> Coastal Wealth Management is an SEC-registered investment advisory firm in New York, NY, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 5, 2026.

- CRD: 327867
- Filed as: COASTAL WEALTH MANAGEMENT
- Legal name: Coastal Private Wealth Management LLC
- Also doing business as: CASEY & GALO WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: September 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/327867
- AdvisorCensus page: https://advisorcensus.com/firm/coastal-wealth-management-new-york-ny-327867

## Quick answers

**How is Coastal Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Coastal Wealth Management reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Coastal Wealth Management located?**
Coastal Wealth Management's principal office is in New York, NY, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Coastal Wealth Management registered with the SEC or a state?**
Coastal Wealth Management is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 327867.

**How much does Coastal Wealth Management manage?**
Coastal Wealth Management reports $45,108,910 in regulatory assets under management in its Form ADV filing dated September 5, 2026 (100% discretionary).

**How have Coastal Wealth Management's assets and staff changed since 2023?**
In the Form ADV data for Coastal Wealth Management: Regulatory assets under management: $0 in the October 2023 data and $45,108,910 in the October 2026 data. Total employees: 1 in October 2023 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Coastal Wealth Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (32).

**Which custodians does Coastal Wealth Management use?**
Coastal Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists RIA Custodian as a custodian holding 10% or more of its separately managed account assets.

**Does Coastal Wealth Management report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/327867

**What changed in Coastal Wealth Management's recent Form ADV filings?**
In the August 2026 filing data: Added the business name Casey & Galo Wealth Management.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- RIA Custodian

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $45,108,910
- Discretionary: $45,108,910
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 32 | $45,108,910 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, NJ, NY
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/327867

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Rumson, NJ

### Websites listed on Form ADV (Item 1.I)
- [coastalprivatewealthmgmt.com](https://coastalprivatewealthmgmt.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $0 | 1 | August 31, 2023 |
| October 2024 | $31,240,000 | 1 | January 14, 2024 |
| October 2025 | $34,178,746 | 1 | February 12, 2025 |
| October 2026 | $45,108,910 | 1 | September 5, 2026 |

Regulatory assets under management: $0 in the October 2023 data and $45,108,910 in the October 2026 data.
Total employees: 1 in October 2023 and 1 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Added the business name Casey & Galo Wealth Management.

### March 2026
- Employees performing advisory functions went from 2 to 1.

### February 2026
- Regulatory assets under management went from $34,178,746 to $45,108,910 (+32%).
- Registered or notice-filed in CA.

### December 2025
- Employees performing advisory functions went from 1 to 2.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Coastal Wealth Management (CRD 327867): Form ADV filing data as of October 2026.