AdvisorCensus / Financial advisors / New York / New York / East Coast Wealth Management, Inc.
East Coast Wealth Management, Inc. is an SEC-registered investment advisory firm in Florham Park, NJ, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 26, 2026.
Quick answers
From the filingHow is East Coast Wealth Management, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), East Coast Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.
How much does East Coast Wealth Management, Inc. charge?
Its Form ADV Part 2A brochure dated February 26, 2026 states: Flat fee: $250 to $2,500 (financial planning and consulting fees); Hourly rate: $325 an hour (financial planning and consulting fees). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is East Coast Wealth Management, Inc. located?
East Coast Wealth Management, Inc.'s principal office is in Florham Park, NJ, according to its Form ADV.
Is East Coast Wealth Management, Inc. registered with the SEC or a state?
East Coast Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 136155.
How much does East Coast Wealth Management, Inc. manage?
East Coast Wealth Management, Inc. reports $152,987,459 in regulatory assets under management in its Form ADV filing dated February 26, 2026 (70% discretionary).
How have East Coast Wealth Management, Inc.'s assets and staff changed since 2025?
In the Form ADV data for East Coast Wealth Management, Inc.: Regulatory assets under management: $124,802,447 in the October 2025 data and $152,987,459 in the October 2026 data, up 23%. Total employees: 2 in October 2025 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does East Coast Wealth Management, Inc. serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (141); high net worth individuals (60).
Which custodians does East Coast Wealth Management, Inc. use?
East Coast Wealth Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does East Coast Wealth Management, Inc. report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/136155
Does East Coast Wealth Management, Inc. state an account minimum?
Its Form ADV Part 2A brochure dated February 26, 2026 says: "ECWM does not impose a minimum portfolio size or minimum annual fee."
What changed in East Coast Wealth Management, Inc.'s recent Form ADV filings?
In the March 2026 filing data: Regulatory assets under management went from $124,802,447 to $152,987,459 (+23%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: None
The brochure's wording
ECWM does not impose a minimum portfolio size or minimum annual fee.
Minimum annual fee: None
The brochure's wording
ECWM does not impose a minimum portfolio size or minimum annual fee.
Flat fee: $250 to $2,500 (financial planning and consulting fees)
The brochure's wording
ECWM may charge a fixed fee for financial planning and consulting fees. Depending upon the complexity of the situation and the needs of the client, the fee for these services ranges between $250 to $2,500.
Hourly rate: $325 an hour (financial planning and consulting fees)
The brochure's wording
Clients may also opt for an hourly fee of $325.00 per hour.
As stated in the firm's Form ADV Part 2A brochure dated February 26, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$152,987,459 as of October 2026, filing dated February 26, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
5 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $152,987,459 | 2 | February 26, 2026 |
| October 2025 | $124,802,447 | 2 | July 1, 2025 |
Regulatory assets under management: $124,802,447 in the October 2025 data and $152,987,459 in the October 2026 data, up 23%.
Total employees: 2 in October 2025 and 2 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- March 2026
- Regulatory assets under management went from $124,802,447 to $152,987,459 (+23%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. East Coast Wealth Management, Inc. (CRD 136155): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/east-coast-wealth-management-inc-florham-park-nj-136155