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GOLDEN WEALTH CAPITAL, LLC
CRD 327819
5523 F STREET, SUITE A, SACRAMENTO, CA, 95819, United States
Phone
916-745-5783
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$21.0M
Discretionary AUM
$21.0M
Team
2 total employees; 2 advisory reps; 16 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 32 | $8.4M |
| High net worth individuals | 14 | $12.6M |
All web addresses on file
Official SEC filing: View on IAPD