SourcingSourcing

EAST COAST WEALTH MANAGEMENT, INC.

C45
CRD 136155·SEC 801-132522·FLORHAM PARK, NJ
AUM
$153.0M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$459K
@ 30% margin
Est. Deal Value
$3.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
EAST COAST WEALTH MANAGEMENT, INC.
CRD
136155
SEC file #
801-132522
EIN
—
DBA names
—

Economics

AUM
$153.0M
AUM band
$100M-$500M
AUM trajectory
'25'26
$124.8M → $153.0M▲ +23%
Client mix
Individuals Other141
Individuals High Net Worth60

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
FLORHAM PARK NJ
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed feesOther Compensation

Filings

Latest ADV filing
02/26/2026
ADV-W filed at
—
Website
eastcoastwealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MASTRANDREA, ROBERT, MICHAEL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
MASTRANDREA, ROBERT, MICHAEL
MASTRANDREA, GREGORY, ROBERT
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
EASTCOASTWEALTH.COM
Rdap Domain Creation Date
2005-06-02T03:05:49Z
Rdap Firm Age Years
21
Rdap Firm Age Band
20+y
Rdap Registrar
Wild West Domains, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-06-02T03:05:49Z
Rdap Domain Last Changed
2024-05-31T23:25:27Z
Rdap Nameservers
Ns-1149.awsdns-15.orgNs-1990.awsdns-56.co.ukNs-496.awsdns-62.comNs-898.awsdns-48.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1500460
Trust Company Affiliate
No

People (5)

5
MASTRANDREA, ROBERT, MICHAEL
IAR · Direct Owner · 87.5%
1500460
MASTRANDREA, GREGORY, ROBERT
IAR · Direct Owner · 7.5%
6383994
BRIGITTE AUDREY BROMBERGKLEIN
IAR
1190611
VICTOR M. VALLE
IAR
4523573
Sergio Rivera Vazquez
IAR
2373172