THE REAL WEALTH COTERIE

THE REAL WEALTH COTERIE is an SEC-registered investment adviser (CRD 330683). Regulatory assets under management: $8.3M.

Registration

• CRD: 330683
• Type: Registered investment adviser
• Phone: (203) 208-8398
• Latest filing: 2026-03-11
• Regulatory AUM: $8.3M
• Discretionary AUM: $8.3M
• Clients: 1
• Accounts: 66

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 330683 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search