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Home > Retirement Planners > california > el dorado hills > GOLDENSTONE WEALTH MANAGEMENT
GOLDENSTONE WEALTH MANAGEMENT
5170 Golden Foothill Parkway
El Dorado Hills, California 95762
Tel: 916-799-6527
About GOLDENSTONE WEALTH MANAGEMENT
GOLDENSTONE WEALTH MANAGEMENT, formally registered with the SEC as GOLDENSTONE WEALTH MANAGEMENT. The firm was established in 11/09/2023. They have over 1 offices throughout the country.
GOLDENSTONE WEALTH MANAGEMENT is a El Dorado Hills, California based Financial Planning firm with nearly $160,027,000 assets under management, offering retirement planning & investment advisory services to 180 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 310041 |
| SEC# | 801-129031 |
| Assets Managed by Firm | $160,027,000 |
| No. of Clients | 180 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 180 | $160,027,000 |
| Individuals (other than high net worth individuals) | 18 | $12,080,000 |
| High net worth individuals | 41 | $95,922,000 |
| Pension and profit sharing plans | 6 | $52,025,000 |
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