# COASTAL PRIVATE WEALTH MANAGEMENT LLC

COASTAL PRIVATE WEALTH MANAGEMENT LLC of VERO BEACH, FL is an SEC-registered investment adviser.

## Registration

- CRD: 327867
- Type: SEC-registered investment adviser
- SEC file number: 801-128660
- Location: 8725 LAKESIDE BLVD, # 308, VERO BEACH, FL, 32963
- Phone: 917-558-2468
- Latest filing: 2026-07-17
- Regulatory AUM: $45.1M
- Discretionary AUM: $45.1M
- Clients: 1
- Accounts: 101

## Business model

- Compensation: % of AUM, Performance
- Clients served: Individuals, High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Laura Casey | MANAGING DIRECTOR AND CCO | — |
| Casey Laura | MANAGING DIRECTOR AND CCO | — |


## Disclosures (7)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2024-07-17 | regulatory | VIOLATION OF REGULATION BEST INTEREST | Final | $8K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/327867/brochure
- Similar advisers: https://search.stillhousedata.com/firm/327867/similar
- Related entities: https://search.stillhousedata.com/firm/327867/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/327867

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.