Gold Coast Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$349,113,819
Clients
154
Advisors
2
across 2 offices
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
Expertise
Occupation focus
Fee options
$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%
Registered representative may receive commissions from sale of securities or other investment products recommended to clients.
Performance-based fees applicable only for pooled investment vehicles managed by the Adviser.
Account minimum: $1,000,000
Main office
See office575 Jericho Turnpike, Suite 307
Jericho NY 11753
Advisors at this office
1
Offices (2)
Most active in
California · Connecticut · Florida · Kentucky · New Jersey · New York · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
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.
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 28 years of industry experience. He has held positions at Knight Equity Markets, L.P., Knight Capital Markets LLC, and Knight Execution & Clearing Services LLC prior to joining Gold Coast Wealth Management in 2017. Klatsky holds the Series 63 and Series 65 designations. Gold Coast Wealth Management provides discretionary investment supervisory services to individuals and institutional clients through separately managed accounts and pension consulting. The firm employs a multi-strategy investment approach and manages approximately $413.8 million in assets, emphasizing tailored services and a multi-manager focus for pooled investment vehicles.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)