GOLD COAST WEALTH MANAGEMENT, LLC

CRD 156338File 801-72197

APPROVED

Retail clients

Custody

Filing as of Mar 24, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$413.8M

Below cohort median (national)

Discretionary AUM

$407.3M

Non-discretionary $6.5M

Clients

157

324 accounts

Employees

Below cohort median in NY

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Mar 22, 2011
Principal office: 575 JERICHO TURNPIKE, SUITE 307, JERICHO, NY, 11753
Phone: 516-274-9870
Website: HTTP://WWW.GOLDCOASTWM.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $413.8M
Discretionary AUM: $407.3M
Non-discretionary AUM: $6.5M
Discretionary accounts: 321
Non-discretionary accounts: 3
Total accounts: 324
AUM per client: $2.6M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	65	$332.6M
Pooled investment vehicles	2	$59.3M
Pension and profit sharing plans	1	$5.4M
Individuals (other than high net worth individuals)	89	$16.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Performance-based fees
A percentage of assets under your management

Advisory activities

Selection of other advisers
Portfolio management for other
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.