A complete list of active advisors currently associated with Gold Coast Wealth Management, LLC

Warmer can help you find a great advisor at Gold Coast Wealth Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Gold Coast Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.