|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Golden K Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 156588 |
| SEC # | 801-119036 |
| CIK # | |
| AUM | $159.5 M (2025-03-24) |
| Employees | 6 (17% Investors, 0% Brokers) |
| Phone | 818-587-4455 |
| Address | 5950 Canoga Avenue Woodland Hills, CA 91367 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | Golden K Real Estate Partners II LLC | 2024-03-26 | 3.1 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 162 | 1.4 |
| (b) Individuals (high net worth individuals) | 19 | 94.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 13 | 63.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 195 | 159.5 |
| By Discretionary | ||
| Discretionary | 172 | 94.7 |
| Non-Discretionary | 23 | 64.8 |
| Total | 195 | 159.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 159.5 | |
| Total | 195 | 159.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Lane Brothers & Co Inc
✚
|
AZ | 0.2 |
|
Portus Wealth Advisors LLC
✚
|
NC | 0.2 |
|
Harbor Ithaka WM LLC
✚
|
FL | 0.2 |
|
BOON Capital Advisors LLC
✚
|
IL | 0.2 |
|
M2G Ventures LLC
✚
|
TX | 0.2 |
|
Emissary Wealth LLC
✚
|
NJ | 0.2 |
|
Wellington Wealth Strategies LLC
✚
|
IN | 0.1 |
|
Olive Street Capital Partners LLC
✚
|
CA | 0.1 |
|
Freedom Family Office LLC
✚
|
0.1 | |
|
Lanier Asset Management LLC
✚
|
KY | 0.1 |