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| Golden K Wealth Management LLC
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|---|---|
| CRD # | 156588 |
| SEC # | 801-119036 |
| CIK # | |
| AUM | 179.4 M (2026-04-01) |
| Employees | 6 (17% Investors, 0% Brokers) |
| Phone | 818-587-4455 |
| Address | 5950 Canoga Avenue Woodland Hills, CA 91367 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| RE | Golden K Real Estate Partners II LLC | 2024-03-26 | 1.3 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 45 | 13.0 |
| (b) Individuals (high net worth individuals) | 10 | 49.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 70 | 116.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 1 | 1.3 |
| Total | 202 | 179.4 |
| By Discretionary | ||
| Discretionary | 182 | 111.2 |
| Non-Discretionary | 20 | 68.2 |
| Total | 202 | 179.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 179.4 | |
| Total | 202 | 179.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Fund Types | Real Estate |
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|---|---|---|
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