Investment adviser · CRD 156338

GOLD COAST WEALTH MANAGEMENT, LLC

Investment adviser filing (IA)

JERICHO, NY, United States · Form ADV filed Mar 24, 2026

Regulatory AUM: $414M
Client accounts: 324
Employees: 3
Advisory professionals: 2

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	65	$332,578,787	80.4%
Pooled investment vehicles	2	$59,266,349	14.3%
Individuals	89	$16,535,032	4.0%
Retirement plans	1	$5,403,316	1.3%

Filing source

Form ADV 2077112 · Mar 24, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

GOLD COAST MULTI-ASSET FUND, LPHedge Fund · Last reported Mar 24, 2026$54.3MGross asset value

Form D fundraising filings

Gold Coast Multi-Asset Fund, L.P.

Fund administrator MG STOVER & CO. DENVER, Colorado, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor MARCUM LLP MELVILLE, New York, United States

Custodian CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States Related to adviser: No

Custodian PERSHING LLC JERSEY CITY, New Jersey, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

MARCUM LLP
PCAOB 688

CHARLES SCHWAB & CO., INC.
SEC 8-16514

PERSHING LLC
SEC 8-17574

Fund details & source

Fund ID: 805-4019820948
Reported beneficial owners: 60
Minimum commitment: $250K
Form D file number: 021-288967

Form ADV 2077112 · Mar 24, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 24, 2026. View historical filings

Reported services

Individual portfolio management · Pooled investment vehicle management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Performance-based

Principal office

575 JERICHO TURNPIKE, SUITE 307
JERICHO, NY, 11753, United States

CRD 156338

Filing source

Form ADV 2077112 · Mar 24, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.