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GOLDEN STATE WEALTH MANAGEMENT, LLC
Investment Advice|SOUTH COAST METRO, CA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$1.8B
Total AUM
| Category | Value |
|---|---|
| Discretionary | 1.8B |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 167995 |
| SEC Number | 801-107445 |
| Street Address | 201 E. SANDPOINTE AVENUE |
| Street Address 2 | #460 |
| Location | SOUTH COAST METRO, CA 92707 |
| Country | United States |
| Phone | 866.273.1563 |
| Total Employees | 47 |
| Business Types | insurance_broker |
Client Count by Type (3,888 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 2,329 |
| High Net Worth Individual… | 1,481 |
| Pension/Profit Sharing Pl… | 42 |
| Corporations/Businesses | 25 |
| Charitable Organizations | 11 |
County data not available for this organization.