Gold Coast Wealth Management, LLC
Gold Coast Wealth Management, LLC is an SEC-registered wealth manager in Jericho, NY with $413.8M assets under management (AUM, regulatory AUM), +0% over one year. See who owns Gold Coast Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 156338, SEC 801-72197, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $413.8M (2026-03-24)
- Firm type
- Wealth Manager
- Location
- Jericho, NY
- Employees
- 3
- Clients
- 157
- CRD
- 156338
- Ownership
- OBRIEN, BRENDAN, JOHN
How much AUM does Gold Coast Wealth Management, LLC have?
Gold Coast Wealth Management, LLC reported $413.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Gold Coast Wealth Management, LLC?
Disclosed owners and executives of Gold Coast Wealth Management, LLC include OBRIEN, BRENDAN, JOHN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.