Goldenstone Wealth Management
Firm details
- Headquarters
- El Dorado Hills, California
- CRD number
- 310041
- Registered since
- November 9, 2023
- Website
- www.goldenstonewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI70.12%
- Pension & Profit Sharing Plans25.57%
- Individuals4.31%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Goldenstone Wealth Management is a privately held advisory firm organized as an LLC and registered with the SEC in 2023. The firm is owner-managed and serves both individual/family clients and institutional investors. Its advisory work centers on portfolio management for individuals and small businesses, and it charges fees as a percentage of assets under management. Goldenstone reports it is not an active ESG investor and does not operate as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds51%
- Exchange Traded Equities41%
- Private Funds7%
- Cash & Cash Equivalents1%
Contacts
2 of 2
Sanjay Varshney
Founder and PrincipalCRD 4721550
Andres Villegas
Founder & PrincipalCRD 7274223
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 37Active vs passive
$76.6M in ETFs
31%
$23.9M
39%
$52.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FT VEST LADDERED BUFFER ETF (BUFR) | Active | Options Trading | $16.9M | 463,059 | 22.07% |
Location
El Dorado Hills, CA
El Dorado
Location
El Dorado Hills, CA
Headquartered in El Dorado Hills, CA, anchoring the Sacramento-Roseville, CA metro in the West.
- Metro area
- Sacramento-Roseville, CA
- Region
- West
- County
- El Dorado
- Address
- 5170 Golden Foothill Pkwy
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Larsen Wealth Management
RIAEl Dorado Hills, CA
Bridgeview Capital Advisors, Inc.
RIAEl Dorado Hills, CA
Joiner Financial, LLC
RIAEl Dorado Hills, CA
Statheros Financial Solutions, Inc.
RIAEl Dorado Hills, CA
Thrive Financial Planning
RIAEl Dorado Hills, CA
MW Investment Strategy
RIAEl Dorado Hills, CA