FLORHAM PARK, NJCRD 136155Latest ADV February 26, 2026
East Coast Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Florham Park, NJ. Its latest Form ADV filing, dated February 26, 2026, reports $153M in regulatory assets under management, 2 employees, and 285 accounts.
Assets Under Management
$153M
Employees
2
Offices
--
Total Clients
201
Primary office
FLORHAM PARK, NJ
220 RIDGEDALE AVENUE, SUITE A3, FLORHAM PARK, NJ, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 70.1% of total clients.
Top client categories% of clientsClients
1
Individuals
70.1%
141
2
HNWI
29.9%
60
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$153Mas of February 26, 2026
Discretionary69.6%
$107M
70% of total RAUM69.6%
Non-discretionary30.4%
$46M
30% of total RAUM30.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$153M
Total Accounts285
10Y AUM Change+$28M (+22.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee101:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.