Gold Coast Wealth Management, LLC

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Client assets under management

$349,113,819

Clients

154

42% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$2,266,973

About

Gold Coast Wealth Management provides discretionary investment supervisory services to individuals and institutional clients through separately managed accounts and pension consulting, and reported approximately $413.8 million in assets under management as of December 2025. The firm tailors services to client investment objectives and allows for investment restrictions requested by clients.

The firm applies fundamental, technical, quantitative and qualitative analysis across strategies that include buy-and-hold, equity, relative value and concentrated approaches, and frequently invests client assets in pooled investment vehicles. For pooled vehicles the firm emphasizes a multi-manager approach—focusing research on underlying portfolio managers’ strategies, models and personnel—and describes pro rata allocation and monitoring procedures for limited investment opportunities and liquidity risks.

Notably, Gold Coast has an unusually high level of assets per advisor relative to peers and acts as a sponsor/manager and adviser to private pooled investment vehicles, including performing portfolio management for those pooled vehicles and permitting performance-based compensation arrangements within its private fund. The brochure also discloses potential conflicts related to firm principals’ broker‑dealer activities and placement arrangements with pooled vehicles and describes policies for trade allocation, personal trading and conflict mitigation.

Client services

Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management Passive / index investing Private / alternative investments Concentrated stock management

Occupation focus

Founder/Business Owner

Fee options

Percentage

$0 - $2 million: 1.00% - 1.50% $2 million - $5 million: 0.85% $5 million - $15 million: 0.75% $15 million - $25 million: 0.65% $25 million+: 0.55%

Commissions

Registered representative may receive commissions from sale of securities or other investment products recommended to clients.

Performance-based

Performance-based fees applicable only for pooled investment vehicles managed by the Adviser.

Other

Account minimum: $1,000,000

Main office location

Gold Coast Wealth Management, LLC

575 Jericho Turnpike, Suite 307

Jericho NY 11753, United States

Number of offices

Most active in

California · Connecticut · Florida · Kentucky · New Jersey · New York · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 516-274-9870

Advisors at this firm

Brendan O

Series 63, Series 66

Jericho, NY

Gold Coast Wealth Management, LLC

Brendan O'Brien is a financial advisor at Gold Coast Wealth Management, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at R F Lafferty & Co., Inc. since 2013 in addition to his role at Gold Coast Wealth Management since 2010. Outside of advisory work, he is involved in a marketing services business, THE 1 TRAIN LLC, where he participates in operational decisions. Gold Coast Wealth Management provides discretionary investment supervisory services and pension consulting to individual and institutional clients. The firm manages approximately $415 million in assets using a multi-method investment process and offers tailored portfolio management including allocations to pooled investment vehicles and hedge funds.

Wealth management Passive / index investing Private / alternative investments Concentrated stock management Founder/Business Owner

Brian K

Series 63, Series 65

Red Bank, NJ

Gold Coast Wealth Management, LLC

Brian Klatsky is a financial advisor at Gold Coast Wealth Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Knight Capital Markets LLC and Knight Execution & Clearing Services LLC. Since 2017, he has been with Gold Coast Wealth Management. Gold Coast Wealth Management provides discretionary investment supervisory services and pension consulting to individual and institutional clients through separately managed accounts. The firm employs a multi-method investment process and offers a range of strategies tailored to client objectives, managing approximately $415 million in assets.

Wealth management Passive / index investing Private / alternative investments Concentrated stock management Founder/Business Owner

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