GOLDEN SPREAD WEALTH, LLC

Overview

Golden Spread Wealth, LLC is a small, independent registered investment adviser operating as a limited liability company. The firm serves individual and family clients as well as institutional clients, offering fee arrangements that include a percentage of assets under management, hourly charges and fixed fees. Its core advisory activities are financial planning and discretionary portfolio management for both individuals/small businesses and for business or institutional accounts. Investment activity is centered on liquid equity exposure: the firm shows a clear preference for exchange-traded equities as the primary portfolio building block. At the same time, Golden Spread Wealth sources a range of alternative and private-market exposures — including private placements, oil and gas interest, collateralized debt, commodities and digital currency — that suggest a willingness to use less liquid, higher-return opportunities to complement public-market equity allocations. The balance between a high discretionary mandate and targeted alternative allocations points to a manager that runs day-to-day portfolios while selectively adding specialist third‑party strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices