GOLDEN REED WEALTH MANAGEMENT, LLC

Overview

Golden Reed Wealth Management, LLC is a small, individually owned advisory firm organized as an LLC. The firm’s snapshot data classifies it as unclassified and does not specify an SEC registration year. It offers fee arrangements that include a percentage of assets under management, hourly billing, and fixed-fee engagements. Advisory services listed include financial planning, portfolio management for individuals and small businesses, and pension consulting services; the profile also notes that the firm is not identified as a pension consultant in the metadata. The firm is not flagged as an active ESG investor and is not reported as a multi-state adviser. FINTRX identifies the firm as not operating as a capital allocator.

Investments & Alternatives

Location & Offices