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Building 2GOLDEN STATE WEALTH MANAGEMENT, LLC

Map pinPOWELL, WY
Phone866.273.1563
NotebookSEC #801-107445
Total AUM
$2.2B
Employees
45
Clients
4,192

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
254 E 2ND STREET
SUITE 2
POWELL
WY 82435
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
866.273.1563
Other Offices
26

ReceiptFinancials

Total AUM
$2.2B
Accounts
7,029
Discretionary
$2.2B
Accounts
7,029
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
2,464
AUM
$477.3M
HNW Individual Clients
1,655
AUM
$1.7B
Pension/Profit Sharing Plan Clients
33
AUM
$25.8M
Charitable Organization Clients
10
AUM
$9.8M
Corporation or Business Clients
29
AUM
$27.8M
Other Clients
1
AUM
$487.9K
Description of Other Clients
DONOR ADVISED FUND

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
FINANCIAL PLANNING FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOCTFLGAHIIDILINLAMAMIMNMOMTNCNENHNJNMNVNYOHOKORPASCTNTXUTVAWAWI

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.

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