GOLDEN STATE WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2016

Total AUM

$2.2B

Discretionary

$2.2B

100% of AUM

Avg account

$315K

Accounts

7,029

Employees

Advisory reps

Firm details

Headquarters: POWELL, Wyoming
CRD number: 167995
Registered since: March 21, 2016
Website: www.teamgoldenstate.com
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Other
Client types: HNWI75.58%
Individuals21.54%
Corporations / Businesses1.25%
Pension & Profit Sharing Plans1.16%
Charitable Organizations0.44%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Golden State Wealth Management, LLC is an independent registered investment adviser formed in 2016 and owned by an individual principal. The firm blends advisory and brokerage activities: it provides financial planning and portfolio management for individuals, small businesses, and institutional clients, offers pension consulting and advisor selection services, and also operates as an insurance broker. Golden State acts as a capital allocator, directing client capital into third‑party managers and pooled vehicles rather than relying solely on proprietary strategies. The firm was listed among Forbes’ Top RIA Firms in 2024. Fee arrangements include asset‑based fees (percentage of AUM) plus other fee structures for select services. The firm is not positioned as an ESG specialist.