GOLD COAST WEALTH MANAGEMENT, LLC

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Adviser Profile
As of Date 11/23/2024
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* 386,255,993 1.02%
of that, discretionary 378,550,088 0.77%
Private Fund GAV* 91,632,494 30.96%
Avg Account Size 1,724,357 -2.59%
% High Net Worth 42.62% -1.78%
SMA’s Yes
Private Funds 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

Recent News

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$91,632,494

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Brochure Summary

Overview

A. GENERAL DESCRIPTION OF ADVISORY FIRM Gold Coast Wealth Management, LLC (the “Adviser”), a limited liability company organized under the laws of the State of Delaware, was formed on January 3, 2011. The Adviser’s principal place of business is in Jericho, New York. The Adviser is wholly-owned by Brendan O’Brien, who currently is the Adviser’s sole principal. B. DESCRIPTION OF ADVISORY SERVICES (INCLUDING ANY SPECIALIZATIONS) The Adviser provides investment supervisory services on a discretionary basis to its clients which include individuals and institutions with separately managed accounts. The Adviser will also offer pension consulting services. C. AVAILABILITY OF TAILORED SERVICES FOR INDIVIDUAL CLIENTS
The Adviser provides advice to client accounts based on specific investment objectives and strategies. Under certain circumstances, the Adviser may agree to tailor advisory services to the individual needs of its separately managed account clients. Currently, the Adviser tailors its advisory services by adhering to the investment restrictions imposed by the clients. D. WRAP FEES The Adviser currently does not participate in any wrap fee programs. E. CLIENT ASSETS UNDER MANAGEMENT As of December 2023, the Adviser had approximately $386,255,993 client assets under management. As of that date, the Adviser managed approximately $378,550,088 on a discretionary basis and $7,705,905 on a non-discretionary basis.