RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 19, 2025
Branch Offices
2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
OBRIEN, BRENDAN, JOHNIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
OBRIEN, BRENDAN, JOHNIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
OBRIEN, BRENDAN, JOHNIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
OBRIEN, BRENDAN, JOHNIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
OBRIEN, BRENDAN, JOHNIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
OBRIEN, BRENDAN, JOHNIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
OBRIEN, BRENDAN, JOHNIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
OBRIEN, BRENDAN, JOHNIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
OBRIEN, BRENDAN, JOHNIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
OBRIEN, BRENDAN, JOHNIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
OBRIEN, BRENDAN, JOHNIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
OBRIEN, BRENDAN, JOHNIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
OBRIEN, BRENDAN, JOHNIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
OBRIEN, BRENDAN, JOHNIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
OBRIEN, BRENDAN, JOHNIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
OBRIEN, BRENDAN, JOHNIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
OBRIEN, BRENDAN, JOHNIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
OBRIEN, BRENDAN, JOHNIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
OBRIEN, BRENDAN, JOHNIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
OBRIEN, BRENDAN, JOHNIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
OBRIEN, BRENDAN, JOHNIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
OBRIEN, BRENDAN, JOHNIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
OBRIEN, BRENDAN, JOHNIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
OBRIEN, BRENDAN, JOHNIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
OBRIEN, BRENDAN, JOHNIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
OBRIEN, BRENDAN, JOHNIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
OBRIEN, BRENDAN, JOHNIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
OBRIEN, BRENDAN, JOHNIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
OBRIEN, BRENDAN, JOHNIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
OBRIEN, BRENDAN, JOHNIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
OBRIEN, BRENDAN, JOHNIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
OBRIEN, BRENDAN, JOHNIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
OBRIEN, BRENDAN, JOHNIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
OBRIEN, BRENDAN, JOHNIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
OBRIEN, BRENDAN, JOHNIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
OBRIEN, BRENDAN, JOHNIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
OBRIEN, BRENDAN, JOHNIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
OBRIEN, BRENDAN, JOHNIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Mar 19, 2025 REGISTERED

Notice Filings (10)

CA CT FL KY LA NJ NY OR SC TX

Address

575 JERICHO TURNPIKE
SUITE 307
JERICHO, NY 11753
United States
Phone: 516-274-9870