Wealth Manager
    SEC Registered
    Manages Private Funds

    Golden State Wealth Management, LLC

    Registered investment advisor · Powell, Wyoming · CRD #167995

    Assets Under Management
    $2.2B
    Client Accounts
    7,029
    Employees
    45
    CRD Number
    167995
    Registration
    SEC Registered
    Custodian
    Lpl Financial Llc, Charles Schwab Investment Advisory, Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Golden State Wealth Management, LLC

    Golden State Wealth Management, LLC is an investment advisory firm registered with the SEC, founded in 2013, and dedicated to financial professionals and their clients. The firm operates across the country and offers investment advisory and portfolio management services.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Golden State Wealth Management, LLC

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    Frequently Asked Questions

    What is Golden State Wealth Management, LLC's AUM?

    Golden State Wealth Management, LLC reports approximately $2.2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Golden State Wealth Management, LLC headquartered?

    Golden State Wealth Management, LLC is headquartered in Powell, Wyoming.

    What is Golden State Wealth Management, LLC's CRD number?

    Golden State Wealth Management, LLC's CRD number is 167995. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Golden State Wealth Management, LLC manage?

    Golden State Wealth Management, LLC manages approximately 7,029 client accounts according to its latest SEC filing.

    Is Golden State Wealth Management, LLC SEC registered?

    Yes, Golden State Wealth Management, LLC is registered with the SEC as an investment adviser with an approved registration status.

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