GOLD COAST WEALTH MANAGEMENT, LLC

other names
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Adviser Profile
As of Date 03/19/2025
Adviser Type - Large advisory firm
Number of Employees 3 -25.00%
of those in investment advisory functions 2
Registration SEC, Approved, 03/22/2011
AUM* 414,920,456 8.52%
of that, discretionary 404,620,325 7.71%
Private Fund GAV* 85,990,960 -6.16%
Avg Account Size 1,497,908 -15.38%
% High Net Worth 42.54% -1.98%
SMA’s Yes
Private Funds 2 1
Contact Info 516 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
376M 322M 268M 215M 161M 107M 54M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$84,780,960
Fund TypeOther Private Fund Count1 GAV$1,210,000

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Brochure Summary