GOLD COAST WEALTH MANAGEMENT, LLC
CRD #156338 SEC #801-72197 JERICHO, NY 516-274-9870
SEC Registered Private Funds
Total AUM
$414.9M
Discretionary
$404.6M
Employees
3
Clients
--
Accounts
277
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $414.9M | $404.6M | $10.3M | 3 | 0 |
| Nov 2024 | $386.3M | $378.6M | $7.7M | 3 | 0 |
| Mar 2024 | $386.3M | $378.6M | $7.7M | 3 | 0 |
| Mar 2023 | $382.4M | $375.7M | $6.7M | 4 | 0 |
| Dec 2022 | $367.9M | $366.6M | $1.3M | 3 | 0 |
| Nov 2022 | $367.9M | $366.6M | $1.3M | 3 | 0 |
| Oct 2022 | $367.9M | $366.6M | $1.3M | 3 | 0 |
| May 2022 | $367.9M | $366.6M | $1.3M | 3 | 0 |
| Mar 2022 | $367.9M | $366.6M | $1.3M | 3 | 0 |
| Oct 2021 | $297.5M | $296.8M | $652.8K | 3 | 0 |
| Mar 2021 | $297.5M | $296.8M | $652.8K | 3 | 0 |
| Jan 2021 | $241.2M | $239.2M | $2M | 3 | 0 |
| Dec 2020 | $241.2M | $239.2M | $2M | 3 | 0 |
| Jul 2020 | $241.2M | $239.2M | $2M | 3 | 0 |
| Jun 2020 | $241.2M | $239.2M | $2M | 3 | 0 |
| Mar 2020 | $241.2M | $239.2M | $2M | 3 | 0 |
| Mar 2019 | $269M | $194.5M | $74.5M | 3 | 0 |
| Feb 2019 | $290M | $250M | $40M | 3 | 42 |
| Jan 2019 | $290M | $250M | $40M | 3 | 42 |
| Oct 2018 | $290M | $250M | $40M | 3 | 42 |
| Oct 2018 | $290M | $250M | $40M | 3 | 42 |
| Aug 2018 | $290M | $250M | $40M | 3 | 42 |
| Apr 2018 | $290M | $250M | $40M | 3 | 42 |
| Mar 2018 | $290M | $250M | $40M | 3 | 42 |
| Feb 2018 | $290M | $250M | $40M | 3 | 42 |
| Feb 2018 | $290M | $250M | $40M | 3 | 42 |
| Sep 2017 | $230.8M | $185M | $45.8M | 3 | 26 |
| Sep 2017 | $230.8M | $185M | $45.8M | 3 | 26 |
| May 2017 | $230.8M | $185M | $45.8M | 1 | 11 |
| Apr 2016 | $228.5M | $175.5M | $53M | 1 | 11 |
| Jul 2015 | $228M | $138M | $90M | 1 | 11 |
| Apr 2015 | $228M | $138M | $90M | 1 | 11 |
| Mar 2014 | $197M | $106M | $91M | 1 | 11 |
| Mar 2013 | $132M | $32M | $100M | 1 | 1 |
| May 2012 | $130M | $28M | $102M | 1 | 1 |
| Jul 2011 | $28M | $28M | $0 | 5 | -- |
| Mar 2011 | $0 | $0 | $0 | 5 | -- |
| Feb 2011 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$414.9M
Discretionary$404.6M
Non-Disc.$10.3M
Employees3
Clients0
DateNov 2024
Total AUM$386.3M
Discretionary$378.6M
Non-Disc.$7.7M
Employees3
Clients0
DateMar 2024
Total AUM$386.3M
Discretionary$378.6M
Non-Disc.$7.7M
Employees3
Clients0
DateMar 2023
Total AUM$382.4M
Discretionary$375.7M
Non-Disc.$6.7M
Employees4
Clients0
DateDec 2022
Total AUM$367.9M
Discretionary$366.6M
Non-Disc.$1.3M
Employees3
Clients0
DateNov 2022
Total AUM$367.9M
Discretionary$366.6M
Non-Disc.$1.3M
Employees3
Clients0
DateOct 2022
Total AUM$367.9M
Discretionary$366.6M
Non-Disc.$1.3M
Employees3
Clients0
DateMay 2022
Total AUM$367.9M
Discretionary$366.6M
Non-Disc.$1.3M
Employees3
Clients0
DateMar 2022
Total AUM$367.9M
Discretionary$366.6M
Non-Disc.$1.3M
Employees3
Clients0
DateOct 2021
Total AUM$297.5M
Discretionary$296.8M
Non-Disc.$652.8K
Employees3
Clients0
DateMar 2021
Total AUM$297.5M
Discretionary$296.8M
Non-Disc.$652.8K
Employees3
Clients0
DateJan 2021
Total AUM$241.2M
Discretionary$239.2M
Non-Disc.$2M
Employees3
Clients0
DateDec 2020
Total AUM$241.2M
Discretionary$239.2M
Non-Disc.$2M
Employees3
Clients0
DateJul 2020
Total AUM$241.2M
Discretionary$239.2M
Non-Disc.$2M
Employees3
Clients0
DateJun 2020
Total AUM$241.2M
Discretionary$239.2M
Non-Disc.$2M
Employees3
Clients0
DateMar 2020
Total AUM$241.2M
Discretionary$239.2M
Non-Disc.$2M
Employees3
Clients0
DateMar 2019
Total AUM$269M
Discretionary$194.5M
Non-Disc.$74.5M
Employees3
Clients0
DateFeb 2019
Total AUM$290M
Discretionary$250M
Non-Disc.$40M
Employees3
Clients42
DateJan 2019
Total AUM$290M
Discretionary$250M
Non-Disc.$40M
Employees3
Clients42
DateOct 2018
Total AUM$290M
Discretionary$250M
Non-Disc.$40M
Employees3
Clients42
DateOct 2018
Total AUM$290M
Discretionary$250M
Non-Disc.$40M
Employees3
Clients42
DateAug 2018
Total AUM$290M
Discretionary$250M
Non-Disc.$40M
Employees3
Clients42
DateApr 2018
Total AUM$290M
Discretionary$250M
Non-Disc.$40M
Employees3
Clients42
DateMar 2018
Total AUM$290M
Discretionary$250M
Non-Disc.$40M
Employees3
Clients42
DateFeb 2018
Total AUM$290M
Discretionary$250M
Non-Disc.$40M
Employees3
Clients42
DateFeb 2018
Total AUM$290M
Discretionary$250M
Non-Disc.$40M
Employees3
Clients42
DateSep 2017
Total AUM$230.8M
Discretionary$185M
Non-Disc.$45.8M
Employees3
Clients26
DateSep 2017
Total AUM$230.8M
Discretionary$185M
Non-Disc.$45.8M
Employees3
Clients26
DateMay 2017
Total AUM$230.8M
Discretionary$185M
Non-Disc.$45.8M
Employees1
Clients11
DateApr 2016
Total AUM$228.5M
Discretionary$175.5M
Non-Disc.$53M
Employees1
Clients11
DateJul 2015
Total AUM$228M
Discretionary$138M
Non-Disc.$90M
Employees1
Clients11
DateApr 2015
Total AUM$228M
Discretionary$138M
Non-Disc.$90M
Employees1
Clients11
DateMar 2014
Total AUM$197M
Discretionary$106M
Non-Disc.$91M
Employees1
Clients11
DateMar 2013
Total AUM$132M
Discretionary$32M
Non-Disc.$100M
Employees1
Clients1
DateMay 2012
Total AUM$130M
Discretionary$28M
Non-Disc.$102M
Employees1
Clients1
DateJul 2011
Total AUM$28M
Discretionary$28M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--