Key facts
- Notable investors include Z2 Investment Management.
- Status: Privately Held (backing).
Investors
1- ·The complete investor list — 1 names
- ·Watchlist + deal alerts for Coastline Wealth Management
- ·The full record, as it builds
Funding rounds
No funding rounds for Coastline Wealth Management are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Coastline Wealth Management
Provider of wealth management services to individuals, families, retirees, and business owners. The company specializes in industrial wealth management, retirement planning, estate planning, tax strategies, and insurance strategies.
- Sector
- Financial Services
- HQ
- Port Jefferson, NY, United States
- Employees
- 50
- Website
- coastlinewealth.com/
- Ownership
- Privately Held (backing)
Coastline Wealth Management doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Coastline Wealth Management shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Coastline Wealth Management in its N-PORT filings yet. We sweep new filings monthly.