# GOLD COAST WEALTH MANAGEMENT, LLC

GOLD COAST WEALTH MANAGEMENT, LLC of JERICHO, NY is an SEC-registered investment adviser.

## Registration

- CRD: 156338
- Type: SEC-registered investment adviser
- SEC file number: 801-72197
- Location: 575 JERICHO TURNPIKE, SUITE 307, JERICHO, NY, 11753
- Phone: 516-274-9870
- Latest filing: 2026-03-24
- Regulatory AUM: $413.8M
- Discretionary AUM: $407.3M
- Non-discretionary AUM: $6.5M
- Clients: 3
- Accounts: 324

## Business model

- Compensation: % of AUM, Performance
- Clients served: High net worth, Pensions, Charities, Investment cos

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Brendan John Obrien | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| OBRIEN KEVIN JOHN | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |


## Private funds (1)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| GOLD COAST MULTI-ASSET FUND,  LP | Hedge Fund | Delaware | 60 | $54.3M | $250K |


## Branch offices (4)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| LEXINGTON | KY | 2 | (516) 274-9890 |
| LEXINGTON | KY | 2 | (516) 274-9890 |
| RED BANK | NJ | 1 | 7326140606 |
| RED BANK | NJ | 1 | 7326140606 |


## Fund service providers (1)

- administrator: MG STOVER & CO.

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/156338/brochure
- Similar advisers: https://search.stillhousedata.com/firm/156338/similar
- Related entities: https://search.stillhousedata.com/firm/156338/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/156338

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.