Golden Reed Wealth Management, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
Ocala, Florida
CRD number
340673
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Golden Reed Wealth Management, LLC is organized as a limited liability company and is owned by an individual. The firm lists core advisory services as financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee schedule includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements, indicating flexibility in how clients are charged. The firm is not flagged as an active ESG investor and is not structured as a multi-state adviser. It is described as an "unclassified" adviser in the snapshot data and is not a newly formed adviser. The firm does not serve as a capital allocator in the data provided.

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • John Golden

    John Golden

    Business Development AdvisorCRD 7815179

  • William Reed

    William Reed

    Associate Portfolio ManagerCRD 7973567

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Ocala, FL

Marion

Location

Ocala, FL

Headquartered in Ocala, FL, in the South of the United States.

Region
South
County
Marion
Address
1294 Se 24th Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth