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GOLDENSTONE WEALTH MANAGEMENT

GOLDENSTONE WEALTH MANAGEMENT, LLC

CRD 310041 · SEC 801-129031

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5170 GOLDEN FOOTHILL PARKWAY, EL DORADO HILLS, CA, 95762, United States

Phone

916-799-6527

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$238.3M

Discretionary AUM

$177.3M

Team

2 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-02-20

Disciplinary history

No

Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals16$10.3M
High net worth individuals55$167.1M
Pension/profit sharing plans6$60.9M

States served

CA, TX

All web addresses on file

Official SEC filing: View on IAPD