Gold Coast Wealth Management, LLC

Gold Coast Wealth Management, LLC (CRD# 156338) is a financial advisory firm headquartered in Jericho, NY. They manage $228,500,000 in 25 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    229
    MILLION
  • Total Number of Accounts
    25
    ACCOUNTS
  • Average Account Value
    $9,140,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NY

Financial Advisors at Gold Coast Wealth Management, LLC
No Advisor Found.
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