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GOLDEN STATE WEALTH MANAGEMENT, LLC
CRD 167995 · SEC 801-107445
254 E 2ND STREET, SUITE 2, POWELL, WY, 82435, United States
Phone
866.273.1563
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.22B
Discretionary AUM
$2.22B
Team
45 total employees; 45 advisory reps
Clients
51-100
Fees
Percentage of AUM; FINANCIAL PLANNING FEE
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2464 | $477.3M |
| High net worth individuals | 1655 | $1.67B |
| Pension/profit sharing plans | 33 | $25.8M |
| Charitable organizations | 10 | $9.8M |
| Corporations/business entities | 29 | $27.8M |
States served
AL, AZ, CA, CO, GA, ID, IL, IN, LA, MA, MI, MN, MT, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, TN, UT, VA, WI, WY, MO, WA, TX, NH, HI, CT, FL
All web addresses on file
- http://www.buroakwm.com
- http://ogdenwealth.com/
- HTTP://WWW.CHAMPLAINWEALTH.COM/
- http://www.peekwealth.com
- https://www.solariswealthmanagement.com/
- https://www.bytheseawm.com/
- http://www.lagunapointewa.com
- https://twitter.com/GoldenStateWM
- http://www.granitebaywealth.com
- https://www.switchbackscapital.com/
- https://www.cfmplanners.com/
- HTTP://WWW.POINTWEALTHCAPITALMANAGEMENT.COM/
- http://www.linkedin.com/company/3145298/admin
- https://www.envisioninvestor.com/
- HTTP://WWW.COMPANIONWM.COM/
- http://www.ifinancialplan.com
- https://rohlingwealth.com/
- https://www.isaackimwm.com/
- http://www.millerwm.com/
- http://www.westlakeia.com/
- HTTP://WWW.TEAMGOLDENSTATE.COM
- http://rwmadvisors.com/
- http://www.curtishoward.com/
- https://www.crossroads-wealth.com
- https://fagowealth.com/
- https://www.linkedin.com/company/golden-state-wealth-management/
Official SEC filing: View on IAPD