GOLD COAST WEALTH MANAGEMENT, LLC
  • GOLD COAST WEALTH MANAGEMENT, LLC

Adviser Profile

As of Date 03/24/2026
Registration SEC, Approved, 03/22/2011
ADV Location JERICHO, NY, United States
Contact Info 516 xxxxxxx
Websites
AUM* 413,783,484 7%
of that, discretionary 407,320,541 8%
Number of Employees 3
of those in investment advisory functions 2
Private Fund GAV* 55,476,349 -35%
Avg Account Size 1,277,110 -26%
% High Net Worth 41.40% -3%
SMA’s Yes
Private Funds 2

Adviser Type

- Large advisory firm

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

407M 349M 291M 233M 175M 116M 58M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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Brochure Summary