GOLD COAST WEALTH MANAGEMENT, LLC

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Adviser Profile

As of Date:

03/22/2024

Adviser Type:

- Large advisory firm

Number of Employees:

3 -25.00%

of those in investment advisory functions:

2

Registration:

SEC, Approved, 3/22/2011

AUM:

386,255,993 1.02%

of that, discretionary:

378,550,088 0.77%

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:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

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

Recent News

Yandal Resources Ltd at Vertical Events Gold Coast Investment Showcase Transcript
03/30/2024

Related Stocks: ASX:YRL,

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Taruga Minerals Ltd at Vertical Events Gold Coast Investment Showcase Transcript
03/30/2024

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Stonehorse Energy Ltd at Vertical Events Gold Coast Investment Showcase Transcript
03/29/2024

Related Stocks: ASX:SHE,

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Race Oncology Ltd at Vertical Events Gold Coast Investment Showcase Transcript
03/29/2024

Related Stocks: ASX:RAC,

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Prescient Therapeutics Ltd at TechKnow Investor Conference - Gold Coast Transcript
03/29/2024

Check out Yale University Stock Picks » Download GuruFolio Report of Yale University (Updated on 03/28/2024)Related Stocks: ASX:PTX,

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Orion Minerals Ltd at Resources Rising Stars Gold Coast Conference Transcript
03/29/2024

Related Stocks: JSE:ORN,

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Private Funds Structure

Fund Type Count GAV
Hedge Fund 1 $91,632,494

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Private Funds



Employees




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 2022, the Adviser had approximately $382,359,145 client assets under management. As of that date, the Adviser managed approximately $375,653,704 on a discretionary basis and $6,705,441 on a non-discretionary basis.