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GOLDEN K PLANS AND WEALTH MANAGEMENT A DBA OF GOLDEN K WEALTH MG
GOLDEN K WEALTH MANAGEMENT, LLC
CRD 156588 · SEC 801-119036
5950 CANOGA AVENUE, SUITE 540, WOODLAND HILLS, CA, 91367, United States
Phone
818-587-4455
Fax
818-587-2982
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$179.4M
Discretionary AUM
$111.2M
Team
6 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
No
Services
Portfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 45 | $13.0M |
| High net worth individuals | 10 | $49.1M |
| Pension/profit sharing plans | 70 | $116.1M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD