GOLDEN STATE WEALTH MANAGEMENT, LLC

201 E. Sandpointe Avenue
#460
South Coast Metro, California 92707
Tel: 866.273.1563

About GOLDEN STATE WEALTH MANAGEMENT, LLC

GOLDEN STATE WEALTH MANAGEMENT, LLC, formally registered with the SEC as GOLDEN STATE WEALTH MANAGEMENT, LLC. The firm was established in 03/21/2016. They have over 35 offices throughout the country.

GOLDEN STATE WEALTH MANAGEMENT, LLC is a South Coast Metro, California based Financial Planning firm with nearly $1,690,725,718 assets under management, offering retirement planning & investment advisory services to 6184 clients. The firm is staffed with 53 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	167995
SEC#	801-107445
Assets Managed by Firm	$1,690,725,718
No. of Clients	6184
No. of Advisors	53

Fee Structure

A percentage of AUM
Other (FINANCIAL PLANNING FEE)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	6184	$1,690,725,718
Individuals (other than high net worth individuals)	2242	$393,679,965
High net worth individuals	1414	$1,246,962,475
Pension and profit sharing plans	36	$24,960,998
Charitable organizations	8	$5,413,797
Corporations or other businesses	25	$19,708,483

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CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

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