Overview
A. GENERAL DESCRIPTION OF ADVISORY FIRM
Gold Coast Wealth Management, LLC (the “Adviser”), a limited liability company organized under the
laws of the State of Delaware, was formed on January 3, 2011. The Adviser’s principal place of business
is in Jericho, New York. The Adviser is wholly-owned by Brendan O’Brien, who currently is the Adviser’s
sole principal.
B. DESCRIPTION OF ADVISORY SERVICES (INCLUDING ANY SPECIALIZATIONS)
The Adviser provides investment supervisory services on a discretionary basis to its clients which include
individuals and institutions with separately managed accounts. The Adviser will also offer pension
consulting services.
C. AVAILABILITY OF TAILORED SERVICES FOR INDIVIDUAL CLIENTS
The Adviser provides advice to client accounts based on specific investment objectives and strategies.
Under certain circumstances, the Adviser may agree to tailor advisory services to the individual needs of
its separately managed account clients. Currently, the Adviser tailors its advisory services by adhering to
the investment restrictions imposed by the clients.
D. WRAP FEES
The Adviser currently does not participate in any wrap fee programs.
E. CLIENT ASSETS UNDER MANAGEMENT
As of December 2023, the Adviser had approximately $386,255,993 client assets under management. As
of that date, the Adviser managed approximately $378,550,088 on a discretionary basis and $7,705,905 on
a non-discretionary basis.