# Coats Wealth Management

> Coats Wealth Management is a state-registered investment advisory firm in Gilbert, AZ, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 17, 2025.

- CRD: 336335
- Filed as: COATS WEALTH MANAGEMENT
- Legal name: Coats Wealth Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Gilbert, AZ
- Filing period: October 2026
- Form ADV filing dated: July 17, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/336335
- AdvisorCensus page: https://advisorcensus.com/firm/coats-wealth-management-gilbert-az-336335

## Quick answers

**How is Coats Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Coats Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Coats Wealth Management located?**
Coats Wealth Management's principal office is in Gilbert, AZ, according to its Form ADV.

**Is Coats Wealth Management registered with the SEC or a state?**
Coats Wealth Management is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 336335.

**How much does Coats Wealth Management manage?**
Coats Wealth Management reports $0 in regulatory assets under management in its Form ADV filing dated July 17, 2025.

**Does Coats Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/336335

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

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

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | Not reported |
| High net worth individuals | Fewer than 5 | Not reported |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- coatswm.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Coats Wealth Management (CRD 336335): Form ADV filing data as of October 2026.