CoastalOne, a wealth management firm based in Wilmington, Delaware, has announced that is rebranding as Realta Wealth.
The firm, established on Cape Cod in 1989, now has a national presence, with more than 160 financial advisers and over $3.3 billion in total client assets. Realta Wealth will continue under the ownership of Orange Street Holdings.
The new name was inspired by the Celtic word for star. The rebranding includes an updated logo, digital media presence, color palette, mission statement and corporate vision.
"We are excited to unveil our new brand to existing affiliated advisers and the broader wealth management marketplace," Realta CEO Kevin M. Keefe said in a statement. “From the move to fee-based advisory business to the mainstreaming of alternative investments to the higher service expectations of both advisers and clients, change is something that will be part of the wealth management landscape for the foreseeable future."