Gold Coast Wealth Management, Llc
- Regulatory AUM
- $414M
- Discretionary
- $407M
- Clients
- 157
- Avg AUM / client
- $2.6M
- Accounts
- 324
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Mar 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 89 | $16.5M | 4.0% |
| High net worth individuals | 65 | $333M | 80.4% |
| Pooled investment vehicles (non-investment companies) | 2 | $59.3M | 14.3% |
| Pension and profit sharing plans | 1 | $5.4M | 1.31% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $91.6M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Gold Coast Multi Asset Fund, Lp | Hedge Fund | Delaware | $91.6M | 60 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brendan John O'brien | Managing Member And Chief Compliance Officer | Jan 2011 (16y) | 75% or more | |
| Brian Lance Klatsky | Registered representative | Jan 2026 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $91.6M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Gold Coast Multi Asset Fund, Lp | Hedge Fund | $91.6M | $250K | 60 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 1.2 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $219M (53% of AUM) Mar 2026
- National Financial Services (Fidelity) $190M (64% of AUM) Mar 2021
- Bofa Securities, Inc. $149M (40% of AUM) Nov 2022
- Merrill Lynch $111M (27% of AUM) Mar 2026
- Hsbc Securities (Usa) Inc. $19.5M (5% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗