# Gold Coast Wealth Management

Gold Coast Wealth Management is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 156338
- **SEC file number:** 801-72197
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/156338

## About

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.

## Sectors

- Private Wealth Management

## 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.

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Last updated: 2026-06-03T20:00:00.000Z

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