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GOLD COAST WEALTH MANAGEMENT, LLC
CRD 156338 · SEC 801-72197
575 JERICHO TURNPIKE, SUITE 307, JERICHO, NY, 11753, United States
Phone
516-274-9870
Fax
516-274-9860
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$413.8M
Discretionary AUM
$407.3M
Team
3 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 89 | $16.5M |
| High net worth individuals | 65 | $332.6M |
| Pooled investment vehicles | 2 | $59.3M |
| Pension/profit sharing plans | 1 | $5.4M |
States served
CA, KY, NJ, NY, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD