East Coast Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers. Financial planning was provided to 1–10 clients last fiscal year.
East Coast Wealth Management reports 201 clients. They include 141 individual clients and 60 high-net-worth individuals. Of its assets, 69.6% ($107M across 193 accounts) are managed with discretion; $46.5M across 92 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 70% | 18% |
| High-net-worth individuals | 30% | 82% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 141 | $27.2M | 17.7% | $193K |
| High-net-worth individuals | 60 | $126M | 82.3% | $2.1M |
| Total | 201 | $153M | 100% | $761K |
- Clients
- 141
- Regulatory AUM
- $27.2M
- AUM share
- 17.7%
- Avg. per client
- $193K
- Clients
- 60
- Regulatory AUM
- $126M
- AUM share
- 82.3%
- Avg. per client
- $2.1M
Total
- Clients
- 201
- Regulatory AUM
- $153M
- AUM share
- 100%
- Avg. per client
- $761K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
East Coast Wealth Management charges 0.825%–1.25% a year for its Investment management fees. Each asset band is charged at its own rate. The fee is billed in advance or in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.25% |
| $1M–$1.5M | 1.10% |
| $1.5M–$2M | 1.00% |
| $2M–$2.5M | 0.95% |
| $2.5M–$3M | 0.90% |
| $3M–$3.5M | 0.85% |
| $3.5M and above | 0.825% |
Fee details and sources
Other fees
- Financial planning and consulting
- Fixed fees run from $250 to $2,500, or $325 an hour, and are negotiable.
Robert Mastrandrea owns 75% or more of East Coast Wealth Management. The leadership team of East Coast Wealth Management includes President Robert Mastrandrea. It has 2 employees.
Leadership
Robert MastrandreaPresident, Shareholder, Chief Compliance Officer
Gregory MastrandreaOfficer and Shareholder
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- 1 insurance agent
- 1 soliciting firm
- Owns 75% or more of East Coast Wealth Management, Inc.
Robert Mastrandrea
Control person · since January 2005
- Owns 5% to 10% of East Coast Wealth Management, Inc.
Gregory Mastrandrea
Control person · since October 2014
East Coast Wealth Management’s regulatory assets grew from $125M (July 2025) to $153M (February 2026); clients rose from 140 to 201 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $153M | 201 | 2 | 1 |
| July 2025 | $125M | 140 | 2 | 1 |
Besides its headquarters, East Coast Wealth Management has 0 offices, with 1 listed address in New Jersey.
New Jersey · 1 listed address
- 220 Ridgedale Avenue, Suite A3, Florham ParkHQ
Contact and registration details
- Legal name
- East Coast Wealth Management, Inc.
- Headquarters
- 220 Ridgedale Avenue, Suite A3, Florham Park, NJ 07932
- Website
- eastcoastwealth.com
- Phone
- 973-396-8626
- SEC file
- 801-132522
- Structure
- New Jersey corporation
- Fiscal year end
- December
East Coast Wealth Management uses Charles Schwab ($149M) as custodian for its separately managed accounts. East Coast Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $149M100%
At year end, East Coast Wealth Management’s separately managed accounts were mostly in funds (66%) and stocks (33%).
What the accounts hold
- Stocks33%
- Funds66%
- Bonds1%
How many clients does East Coast Wealth Management have?
East Coast Wealth Management has 201 clients and manages $153 million for them, as of February 2026. They include 141 individual clients and 60 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 February 2026
What services does East Coast Wealth Management offer?
East Coast Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does East Coast Wealth Management charge?
East Coast Wealth Management charges 0.825%–1.25% a year for its Investment management fees. Each asset band is charged at its own rate. The fee is billed in advance or in arrears and is negotiable.
Which custodians does East Coast Wealth Management use?
East Coast Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $149M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 February 2026
How many financial advisors does East Coast Wealth Management have?
East Coast Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does East Coast Wealth Management invest in?
At the end of its last fiscal year, East Coast Wealth Management’s separately managed accounts held 66% registered funds (mutual funds, ETFs, BDCs), 33% exchange-traded equities and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns East Coast Wealth Management?
East Coast Wealth Management’s direct owners are Robert Mastrandrea (75% or more) and Gregory Mastrandrea (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 26 February 2026
How does East Coast Wealth Management get paid?
East Coast Wealth Management is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is East Coast Wealth Management registered with the SEC?
Yes, East Coast Wealth Management has been registered with the SEC as an investment adviser since 29 April 2025. Its CRD number is 136155 and its SEC file number is 801-132522.
Source: Form ADV Part 1A, Item 1, filed 26 February 2026; IAPD firm record
How do I contact East Coast Wealth Management?
East Coast Wealth Management’s main office is at 220 Ridgedale Avenue, Suite A3, Florham Park, NJ 07932. Its phone number is 973-396-8626. Its website is eastcoastwealth.com.