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Gold Coast Wealth Management
GOLD COAST WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in Jericho, NY, registered since 2011. The firm manages $414 million in assets, $407...
Gold Coast Wealth Management
GOLD COAST WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in Jericho, NY, registered since 2011. The firm manages $414 million in assets, $407 million on a discretionary basis. It has 3 employees and 2 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Corporate office
United States
Sector focus
Frequently asked questions
What regulatory framework governs Gold Coast Wealth Management?
Gold Coast Wealth Management, LLC operates as a registered investment advisor (RIA) under US securities laws. As an RIA, the firm is subject to the Investment Advisers Act of 1940 and owes a fiduciary duty to its clients. This regulatory status distinguishes it from broker-dealers.
What types of services does Gold Coast Wealth Management offer?
The firm provides financial planning and asset management services tailored to high-net-worth individuals. Its platform likely includes retirement planning, tax-efficient investing, and risk management strategies. The exact service menu has not been publicly detailed.
Is Gold Coast Wealth Management a single-family office or a multi-client advisory?
Based on its RIA registration and LLC structure, Gold Coast Wealth Management appears to be a multi-client advisory firm rather than a single-family office. It serves multiple high-net-worth households rather than managing capital for a single family.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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