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- Custodian
- Bank OF America · Charles Schwab & Company · Fidelity/NFS · Hsbc · Merrill Lynch · Pershing
- Clients
- Retail and Institutional
- Platforms
- Delta
- Established Date
- 03-22-2011
- Office Locations
- 2
Office Locations
About Gold Coast Wealth Management, LLC
Gold Coast Wealth Management is a privately held investment management firm founded in 2011 with seed capital from New York-based families. The team partners closely with clients across retail and institutional channels, including business owners, building diversified portfolios using ETFs and public and private funds alongside fixed income. Reported capabilities include alternatives such as private equity and real estate, and custody relationships include Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
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Technology
Owner & Executives
BRENDAN JOHN O'BRIEN
Chief Compliance Officer, Managing Member, Managing Partner
- CRD
- #3125421
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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BRIAN LANCE KLATSKY
Partner, Wealth Manager
- CRD
- #2756511
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $407,320,541 | $1,268,911 |
| Non-Discretionary | $6,462,943 | $2,154,314 |
| Total | $413,783,484 | $1,277,110 |
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Separately Managed Accounts
Total SMA Asset: $354,517,135
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $440,752,138 | 18.8% |
| Public Funds | $398,552,466 | 17.0% |
| U.S. Government/Agency | $281,331,152 | 12.0% |
| Private Funds | $311,808,694 | 13.3% |
| Cash | $229,753,774 | 9.8% |
| Municipal Bonds | $382,141,482 | 16.3% |
| Corporate - Investment Grade | $300,086,562 | 12.8% |
| Total | $2,344,426,268 | 100.0% |