{"url":"https://nivawealth.com/firms/east-coast-wealth-management-136155","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/136155","regulatoryAum":152987459,"crd":"136155","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"1190611","suffix":null,"lastName":"BROMBERGKLEIN","firstName":"BRIGITTE","middleName":"AUDREY"},{"crd":"6383994","suffix":null,"lastName":"MASTRANDREA","firstName":"GREGORY","middleName":"ROBERT"},{"crd":"1500460","suffix":null,"lastName":"MASTRANDREA","firstName":"ROBERT","middleName":"MICHAEL"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2025-07-01","regulatoryAum":124802447,"clients":140,"employees":2,"offices":1},{"filedOn":"2026-02-26","regulatoryAum":152987459,"clients":201,"employees":2,"offices":1}],"secFileNumber":"801-132522","legalName":"East Coast Wealth Management, Inc.","displayName":"East Coast Wealth Management","slug":"east-coast-wealth-management-136155","website":"https://eastcoastwealth.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/136155/362c5d03a399b23f-r1.webp","tone":"light","width":915,"height":200,"sourceUrl":"https://www.eastcoastwealth.com","sourceLabel":"East Coast Wealth Management, Inc., website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"New Jersey corporation","fiscalYearEnd":"December","headquarters":{"street":"220 Ridgedale Avenue, Suite A3","city":"Florham Park","state":"NJ","stateName":"New Jersey","country":"United States","postalCode":"07932"},"tradeNames":[],"registration":{"secApproved":"29 April 2025","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":761131.6368159204,"staff":{"employees":2,"advisory":2,"brokerDealerReps":0,"insuranceAgents":1,"promoters":1},"aum":{"regulatory":152987459,"discretionary":106501579,"discretionaryAccounts":193,"nonDiscretionary":46485880,"nonDiscretionaryAccounts":92,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":141,"regulatoryAum":27153648},{"label":"High-net-worth individuals","clients":60,"regulatoryAum":125833811}],"feePrograms":[{"role":"main","program":"Investment management fees","feeBasis":"marginal","fee_tiers":[{"to":1000000,"pct":1.25,"from":0},{"to":1500000,"pct":1.1,"from":1000000},{"to":2000000,"pct":1,"from":1500000},{"to":2500000,"pct":0.95,"from":2000000},{"to":3000000,"pct":0.9,"from":2500000},{"to":3500000,"pct":0.85,"from":3000000},{"to":null,"pct":0.825,"from":3500000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012497","versionId":1012497,"ratePeriod":"annual","fee_billing":"both","submittedOn":"2026-02-26","documentName":"FORM ADV PART  2A","fee_rate_low":0.825,"fee_rate_high":1.25,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial planning and consulting","summary":"Fixed fees run from $250 to $2,500, or $325 an hour, and are negotiable.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012497","versionId":1012497,"submittedOn":"2026-02-26","documentName":"FORM ADV PART  2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T13:18:12.346844+00:00","documents":[{"name":"FORM ADV PART  2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012497","versionId":1012497,"submittedOn":"2026-02-26"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":149111821}],"custodyNote":"East Coast Wealth Management does not have custody of client assets.","leadership":[{"name":"Robert Mastrandrea","title":"President, Shareholder, Chief Compliance Officer","crd":"1500460"},{"name":"Gregory Mastrandrea","title":"Officer and Shareholder","crd":"6383994"}],"ownership":[{"label":"Robert Mastrandrea","detail":"President, shareholder, chief compliance officer in the 75% or more ownership band and a control person, since January 2005."},{"label":"Gregory Mastrandrea","detail":"Officer and shareholder in the 5% to 10% ownership band and a control person, since October 2014."}],"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"New Jersey","offices":1,"addresses":[{"street":"220 Ridgedale Avenue, Suite A3","city":"Florham Park","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"973-396-8626","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)","Other"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"1-10","assetMix":[{"label":"Exchange-traded equity securities","percent":33},{"label":"Investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":66}],"privateFunds":0},"sources":{"adv1FilingDate":"26 February 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/136155/PDF/136155.pdf","brochureDate":"26 February 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012497","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does East Coast Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does East Coast Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does East Coast Wealth Management charge?","answer":"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.","source":"FORM ADV PART  2A, filed 26 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does East Coast Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does East Coast Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does East Coast Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns East Coast Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does East Coast Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is East Coast Wealth Management registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact East Coast Wealth Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 26 February 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}