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Home > Retirement Planners > pennsylvania > pittston > GOLDEN WEALTH MANAGEMENT
GOLDEN WEALTH MANAGEMENT
2 South Main Street
Suite 400
Pittston, Pennsylvania 18640
Tel: (570) 208-7050
About GOLDEN WEALTH MANAGEMENT
GOLDEN WEALTH MANAGEMENT, formally registered with the SEC as GOLDEN WEALTH MANAGEMENT. The firm was established in 08/01/2019. They have over 2 offices throughout the country.
GOLDEN WEALTH MANAGEMENT is a Pittston, Pennsylvania based Financial Planning firm with nearly $126,539,000 assets under management, offering retirement planning & investment advisory services to 612 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 299522 |
| SEC# | 801-117113 |
| Assets Managed by Firm | $126,539,000 |
| No. of Clients | 612 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 612 | $126,539,000 |
| Individuals (other than high net worth individuals) | 181 | $38,146,000 |
| High net worth individuals | 32 | $81,738,000 |
| Charitable organizations | 2 | $563,000 |
| Corporations or other businesses | 2 | $4,005,000 |
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