← Directory
GOLD COAST WEALTH MANAGEMENT, LLC
CRD 156338File 801-72197
APPROVED
Retail clients
Custody
Filing as of Mar 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$413.8M
Below cohort median (national)
Discretionary AUM
$407.3M
Non-discretionary $6.5M
Clients
157
324 accounts
Employees
3
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 134 | 157 | increased by23 |
| Apr 1, 2026 | AUM | $414,920,456 | $413,783,484 | decreased by$1,136,972 |
| Apr 1, 2026 | Accounts | 277 | 324 | increased by47 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 99 | 134 | increased by35 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $367,910,293 | $414,920,456 | increased by$47,010,163 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 203 | 277 | increased by74 |
| Apr 1, 2022 | Clients | 83 | 99 | increased by16 |
| Apr 1, 2022 | AUM | $297,455,519 | $367,910,293 | increased by$70,454,774 |
| Apr 1, 2022 | Accounts | 114 | 203 | increased by89 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “GOLD COAST” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GOLD COAST” may also match similarly-named firms). Confirm identity against each filing.
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.