GOLD COAST WEALTH MANAGEMENT, LLC

other names
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Adviser Profile
As of Date 11/23/2024
Adviser Type - Large advisory firm
Number of Employees 3 -25.00%
of those in investment advisory functions 2
Registration SEC, Approved, 03/22/2011
AUM* 386,255,993 1.02%
of that, discretionary 378,550,088 0.77%
Private Fund GAV* 92,842,494 1.32%
Avg Account Size 1,724,357 -2.59%
% High Net Worth 42.62% -1.78%
SMA’s Yes
Private Funds 2 1
Contact Info 516 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

376M 322M 268M 215M 161M 107M 54M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$91,632,494
Fund TypeOther Private Fund Count1 GAV$1,210,000

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Brochure Summary