Full text of REALTA EQUITIES, INC.'s X-17A-5 filed 2025-04-17 (period 2024-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ # REAL TA EQUITIES, INC. (FORMERLY COASTAL EQUITIES, INC.) STATEMENT OF FINANCIAL CONDITION YEAR ENDED DECEMBER 31, 2024 {1}------------------------------------------------ # TABLE OF CONTENTS #### Page No. | ANNUAL AUDITED REPORT FORM X-17A-5 PART III (Facing Page) | 1 | |-----------------------------------------------------------|---| | OATH OR AFFIRMATION | 2 | | REPORT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM | 3 | | FINANCIAL STATEMENT | | | Consolidated Statement of Financial Condition | 4 | | Notes to Consolidated Financial Statement | 5 | {2}------------------------------------------------ | | Expires: November 30, 2026 | | | |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------|------------------------------------------------------------|-----------------------------------------|---------------------------------------------| | | Estimated average burden | | | | ANNUAL REPORTS | hours per response: 12 | | | | | FORM X-17 A-5<br>PART III | | | | | SEC FILE NUMBER | | | | CONFIDENTIAL | | | 8-40822 | | | FACING PAGE | | | | Information Required Pursuant to Rules 17a-5, 17a-12, and 18a-7 under the Securities Exchange Act of 1934 | | | | | | | | | | REPORT FOR THE PERIOD BEGINNING 01/01/24 AND ENDING | | 12/31/24 | | | | MM/00/YY | | MM/00/YY | | | | A. REGISTRANT IDENTIFICATION | | | | | | | | NAME OF FIRM: | | | | | TYPE OF REGISTRANT (check all applicable boxes): | | | | | Uecurity-based swap dealer<br>[11 Broker-dealer | | D Major security-based swap participant | | | D Check here if respondent is also OTC derivatives dealer | | | | | ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use P.O. Box No.) | | | | | | 1201 N. Orange St. | Ste. 729 | | | | (No. and Street) | | | | Wilmington | DE | | 19801 | | (City) | (State) | | (Zip Code) | | NAME AND TELEPHONE NUMBER OF PERSON TO CONTACT IN REGARD TO THIS REPORT | | | | | | | | | | Elizabeth Legacy<br>(Name) | 302-497-4442<br>(Area Code - Telephone Number) | | llegacy@realtawealth.com<br>(Email Address) | | | | | | | | B. ACCOUNTANT IDENTIFICATION | | | | | | | | | | | | | | | | | | | Adeptus Partners, LLC | (Name - if individual, state last, first, and middle name) | | | | | | | | | | Ocean | NJ | 07712 | | | (City) | (State) | (Zip Code) | | 1/6/2010 | | | 3686 | | | | | (PCAOB Registration Number, if applicable) | | INDEPEN…Read the full text as markdown