SourcingSourcing

GOLD COAST WEALTH MANAGEMENT, LLC

C41
CRD 156338·SEC 801-72197·JERICHO, NY
AUM
$413.8M
$100M-$500M
Est. Revenue
$4.1M
@ 1% on AUM
Est. EBITDA
$1.2M
@ 30% margin
Est. Deal Value
$9.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GOLD COAST WEALTH MANAGEMENT, LLC
CRD
156338
SEC file #
801-72197
EIN
—
DBA names
—

Economics

AUM
$413.8M
AUM band
$100M-$500M
AUM trajectory
'20'26
$269.0M → $413.8M▲ +54%
Client mix
Individuals Other89
Individuals High Net Worth65
Pooled Investment Vehicles2
Pension Profit Sharing Plans1

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
JERICHO NY
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPension consultingSelection of other advisers
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/24/2026
ADV-W filed at
—
Website
goldcoastwm.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
OBRIEN, BRENDAN, JOHN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
OBRIEN, BRENDAN, JOHN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
GOLDCOASTWM.COM
Rdap Domain Creation Date
2011-01-19T18:45:40Z
Rdap Firm Age Years
15
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab12
Pershing4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-19T18:45:40Z
Rdap Domain Last Changed
2026-01-20T15:23:01Z
Rdap Nameservers
Ns35.domaincontrol.comNs36.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
3125421
Trust Company Affiliate
No

People (2)

2
OBRIEN, BRENDAN, JOHN
IAR · Direct Owner · 87.5%
3125421
BRIAN LANCE KLATSKY
IAR
2756511