RIA Intel›Advisers›New York›GOLD COAST WEALTH MANAGEMENT, LLC

GOLD COAST WEALTH MANAGEMENT, LLC

Advisory

N·JERICHO, NY

Data as of Mar 24, 2026 · Source: SEC Form ADV

Total AUM
$414M
1-Year AUM Growth
0.0%
3-Year CAGR
+8.8%
Employees
2
Assets Under Management
Total AUM$414M
Discretionary AUM$407M
Non-Discretionary AUM$6M
Discretionary %98.4%
Total Clients134
Team
Total Employees2
Investment Advisers3
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record38
First FilingFeb 24, 2011
Latest FilingMar 24, 2026
🔒 Full AUM trend chart and 38 historical filings spanning 15+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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