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Building 2GOLDEN WEALTH MANAGEMENT

Map pinPITTSTON, PA
Phone(570) 208-7050
NotebookSEC #801-117113
Total AUM
$137.5M
Employees
4
Clients
223

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2 SOUTH MAIN STREET
SUITE 400
PITTSTON
PA 18640
United States
Operating Hours
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
Phone
(570) 208-7050
Other Offices
1

ReceiptFinancials

Total AUM
$137.5M
Accounts
241
Discretionary
$137.5M
Accounts
241
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
187
AUM
$42.1M
HNW Individual Clients
32
AUM
$88.2M
Pooled Vehicle Clients
1
AUM
$502K
Charitable Organization Clients
1
AUM
$555K
Government Entity Clients
1
AUM
$1.7M
Corporation or Business Clients
1
AUM
$4.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMANJNYPATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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