# The Real Wealth Coterie

> The Real Wealth Coterie is a state-registered investment advisory firm in New Haven, CT, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 11, 2026.

- CRD: 330683
- Filed as: THE REAL WEALTH COTERIE
- Legal name: The Real Wealth Coterie LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: New Haven, CT
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/330683
- AdvisorCensus page: https://advisorcensus.com/firm/the-real-wealth-coterie-new-haven-ct-330683

## Quick answers

**How is The Real Wealth Coterie compensated?**
On its Form ADV (Item 5.E, October 2026), The Real Wealth Coterie 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 The Real Wealth Coterie located?**
The Real Wealth Coterie's principal office is in New Haven, CT, according to its Form ADV.

**Is The Real Wealth Coterie registered with the SEC or a state?**
The Real Wealth Coterie is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 330683.

**How much does The Real Wealth Coterie manage?**
The Real Wealth Coterie reports $8,312,443 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (100% discretionary).

**What types of clients does The Real Wealth Coterie serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (30).

**Does The Real Wealth Coterie 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/330683

## 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: $8,312,443
- Discretionary: $8,312,443
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 30 | $5,489,446 |
| High net worth individuals | Fewer than 5 | $2,822,997 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- therealwealthcoterie.co
- trwc.co
- Facebook @therealwealthco
- Instagram @therealwealthco
- LinkedIn @101676545
- Threads @therealwealthco
- X @therealwealthco

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Real Wealth Coterie (CRD 330683): Form ADV filing data as of October 2026.