GOLDEN STATE WEALTH MANAGEMENT, LLC

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

About GOLDEN STATE WEALTH MANAGEMENT, LLC

GOLDEN STATE WEALTH MANAGEMENT, LLC is a South Coast Metro, California based financial advisory firm with nearly $1,690,725,718 in assets under management and provides investment advisory services for 6184 clients. There are currently 53 financial advisors at the firm.

General Information

Firm CRD#:

167995

Firm SEC#:

801-107445

Assets Under Management:

$1,690,725,718

No. of Clients:

6184

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

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