Gold Coast Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Jericho, NY. Its latest Form ADV filing, dated March 24, 2026, reports $414M in regulatory assets under management, 3 employees, 2 offices, and 324 accounts.
Assets Under Management
$414M
Employees
3
Offices
2 offices
Total Clients
157
Primary office
JERICHO, NY
575 JERICHO TURNPIKE, SUITE 307, JERICHO, NY, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 56.7% of total clients.
Top client categories% of clientsClients
1
Individuals
56.7%
89
2
HNWI
41.4%
65
3
Pooled Investment Vehicles
1.3%
2
4
Pension Plans
0.6%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$414Mas of March 24, 2026
Discretionary98.4%
$407M
98% of total RAUM98.4%
Non-discretionary1.6%
$6M
2% of total RAUM1.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$414M
Total Accounts324
10Y AUM Change+$183M (+79.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee52:1
10Y Employee Change+2 (+200.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.