Golden State Wealth Management, LLC
Powell, WY·SEC-registered · CRD #167995
Golden State Wealth Management, LLC is an SEC-registered investment advisory firm in Powell, WY managing $2.2B across 7.0k client accounts, with 45 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.2B
Client accounts
7.0k
Advisory staff
45
Fee model
Fee-only
How Golden State Wealth Management, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Golden State Wealth Management, LLC
How much does Golden State Wealth Management, LLC manage?
Per its most recent SEC Form ADV filing (03/25/2026), Golden State Wealth Management, LLC reports $2.2B in regulatory assets under management across roughly 7.0k client accounts.
How does Golden State Wealth Management, LLC charge?
Golden State Wealth Management, LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Golden State Wealth Management, LLC a fiduciary?
Yes. Golden State Wealth Management, LLC is registered with the U.S. Securities and Exchange Commission (CRD #167995), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Golden State Wealth Management, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Golden State Wealth Management, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Powell, WY
Profile compiled from Golden State Wealth Management, LLC's public SEC Form ADV filing (CRD #167995, filed 03/25/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Golden State Wealth Management, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Golden State Wealth Management, LLC? Claim this profile.