Goldenstone Wealth Management

Overview

Goldenstone Wealth Management is a privately held limited liability company that registered with the SEC in 2023 and is owned by an individual. The firm provides portfolio management primarily for individuals, families and small-business clients, and also works with institutional clients. Its fee model is a percentage of assets under management. Goldenstone does not identify as an active ESG investor and is not listed as a multi-state adviser; its stated advisory activity focuses on direct portfolio management rather than pension consulting or related-adviser roles. The firm is not a capital allocator, which indicates it places client capital with third-party managers rather than running external capital vehicles itself.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices