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Building 2GOLDEN LION WEALTH MANAGEMENT, LLC

Map pin
Phone925-635-8881
NotebookSEC #801-121771
Total AUM
$6.9M
Employees
1
Clients
26

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
6:30 AM - 1:30 PM
Monday - Friday
Phone
925-635-8881

ReceiptFinancials

Total AUM
$6.9M
Accounts
26
Discretionary
$6.9M
Accounts
26
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
24
AUM
$4.7M
HNW Individual Clients
2
AUM
$2.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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