Gold Coast Wealth Management provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, pension consulting, and selecting other managers. The firm advises 1 private fund.
Gold Coast Wealth Management reports 157 clients. They include 89 individual clients, 65 high-net-worth individuals and 2 pooled investment vehicles. Of its assets, 98.4% ($407M across 321 accounts) are managed with discretion; $6.46M across 3 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 57% | 4% |
| High-net-worth individuals | 41% | 80% |
| Pooled investment vehicles | 1% | 14% |
| Pension and profit-sharing plans | <1% | 1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 89 | $16.5M | 4.0% | $186K |
| High-net-worth individuals | 65 | $333M | 80.4% | $5.12M |
| Pooled investment vehicles | 2 | $59.3M | 14.3% | $29.6M |
| Pension and profit-sharing plans | 1 | $5.4M | 1.3% | $5.4M |
| Total | 157 | $414M | 100% | $2.64M |
- Clients
- 89
- Regulatory AUM
- $16.5M
- AUM share
- 4.0%
- Avg. per client
- $186K
- Clients
- 65
- Regulatory AUM
- $333M
- AUM share
- 80.4%
- Avg. per client
- $5.12M
- Clients
- 2
- Regulatory AUM
- $59.3M
- AUM share
- 14.3%
- Avg. per client
- $29.6M
- Clients
- 1
- Regulatory AUM
- $5.4M
- AUM share
- 1.3%
- Avg. per client
- $5.4M
Total
- Clients
- 157
- Regulatory AUM
- $414M
- AUM share
- 100%
- Avg. per client
- $2.64M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 1
Gold Coast Wealth Management charges 0.55%–1.50% a year for its Investment Management Fee. The fee is billed in advance and is negotiable.
Fee details and sources
Brendan Obrien owns 75% or more of Gold Coast Wealth Management. The leadership team of Gold Coast Wealth Management includes Chief Compliance Officer Brendan Obrien. It has 3 employees, 2 of them in advisory roles.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- 1 broker-dealer rep
- Owns 75% or more of Gold Coast Wealth Management, LLC
Brendan Obrien
Control person · since January 2011
Gold Coast Wealth Management’s regulatory assets grew from $297M (March 2021) to $414M (March 2026); clients rose from 83 to 157 and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $414M | 157 | 3 | 3 |
| Mar 2025March 2025 | $415M | 134 | 3 | 3 |
| Mar 2024March 2024 | $386M | 122 | 3 | 3 |
| Mar 2023March 2023 | $382M | 106 | 4 | 3 |
| May 2022May 2022 | $368M | 99 | 3 | 2 |
| Mar 2021March 2021 | $297M | 83 | 3 | 2 |
Besides its headquarters, Gold Coast Wealth Management has 2 offices, with 3 listed addresses across 3 states.
Kentucky · 1 listed address
- 300 East Main Street, Lexington
New Jersey · 1 listed address
- 320 Broad St, Red Bank
New York · 1 listed address
- 575 Jericho Turnpike, Suite 307, JerichoHQ
Contact and registration details
- Legal name
- Gold Coast Wealth Management, LLC
- Headquarters
- 575 Jericho Turnpike, Suite 307, Jericho, NY 11753
- Website
- goldcoastwm.com
- Phone
- 516-274-9870
- SEC file
- 801-72197
- Founded
- 2011
- Structure
- Delaware LLC
- Fiscal year end
- December
Gold Coast Wealth Management’s named custodians for separately managed accounts are Charles Schwab ($219M, 63%), Merrill Lynch, Pierce, Fenner & Smith ($111M, 32%) and HSBC Securities (USA) ($19.5M, 6%). Gold Coast Wealth Management has custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $219M63%
- Merrill Lynch, Pierce, Fenner & SmithMerrill Lynch, Pierce, Fenner & Smith Incorporated · New York, NY · $111M32%
- HSBC Securities (USA)HSBC Securities (USA) Inc. · New York City, NY · $19.5M6%
At year end, Gold Coast Wealth Management’s separately managed accounts were largely in stocks (39%) and funds (39%).
What the accounts hold
- Stocks39%
- Funds39%
- Registered funds25%
- Pooled vehicles14%
- Bonds18%
- U.S. government and agency bonds15%
- State and local bonds2%
- Investment grade corporate bonds1%
- Cash4%
How many clients does Gold Coast Wealth Management have?
Gold Coast Wealth Management has 157 clients and manages $414 million for them, as of March 2026. They include 89 individual clients, 65 high-net-worth individuals and 2 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 March 2026
What services does Gold Coast Wealth Management offer?
Gold Coast Wealth Management provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Gold Coast Wealth Management charge?
Gold Coast Wealth Management charges 0.55%–1.50% a year for its Investment Management Fee. The fee is billed in advance and is negotiable.
Which custodians does Gold Coast Wealth Management use?
Gold Coast Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $219M, Merrill Lynch, Pierce, Fenner & Smith Incorporated (New York, NY), with $111M and HSBC Securities (USA) Inc. (New York City, NY), with $19.5M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 March 2026
How many financial advisors does Gold Coast Wealth Management have?
Gold Coast Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 0 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Gold Coast Wealth Management invest in?
At the end of its last fiscal year, Gold Coast Wealth Management’s separately managed accounts held 39% exchange-traded equities, 25% registered funds (mutual funds, ETFs, BDCs), 15% U.S. government and agency bonds, 14% pooled vehicles (private funds and similar), 4% cash and equivalents, 2% state and local bonds and 1% investment grade corporate bonds. It advises 1 private fund.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Gold Coast Wealth Management?
Gold Coast Wealth Management’s direct owner is Brendan Obrien (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 24 March 2026
How does Gold Coast Wealth Management get paid?
Gold Coast Wealth Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Gold Coast Wealth Management?
Gold Coast Wealth Management’s main office is at 575 Jericho Turnpike, Suite 307, Jericho, NY 11753. Its phone number is 516-274-9870. Its website is goldcoastwm.com.