GOLD COAST WEALTH MANAGEMENT, LLC
SEC RegisteredTransparency, Partnership, Performance
About the firm
Gold Coast Wealth Management is a privately held, registered Investment Advisor formed in 2011 with an initial investment from a small group of New York-based families. The firm acts as clients' Chief Investment Officer, providing impartial and objective investment advice with a focus on preservation, performance, and partnership.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management services including diversified asset allocation across multiple asset classes and geographies, access to high-quality investment managers, opportunistic investing, and alternative asset classes such as hedge funds, direct investments, real estate, and private equity. The firm also works with a vetted network of tax advisors and trust and estate lawyers.
Who they serve
Like-minded clients who value partnership and the sharing of thoughts and ideas, including families and investment partners seeking customized investment strategies.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 89 | $17M |
| High Net Worth Individuals | 65 | $333M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 2 | $59M |
| Charitable Organizations | 1 | $5.4M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $2 million | 1.25% |
| $2 to $5 million | 0.85% |
| $5 million and up to $15 million | 0.75% |
| $15 million and up to $25 million | 0.65% |
| $25 million or more | 0.55% |
Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. GOLD COAST WEALTH MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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