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| Golden State Equity Partners LLC
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| CRD # | 322879 |
| SEC # | 801-126441 |
| CIK # | 0001845003 |
| AUM | $880.4 M (2025-06-19) |
| Employees | 27 (93% Investors, 15% Brokers) |
| Phone | 866-273-1563 |
| Address | 201 E Sandpointe Ave South Coast Metro, CA 92707 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001845003 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 32.8 | ||
| Apple Inc | 21.1 | ||
| Microsoft Corp | 19.9 | ||
| Amazon Com Inc | 12.6 | ||
| Broadcom Inc | 9.4 | ||
| J P Morgan Chase & Co | 9.4 | ||
| Alphabet Inc | 9.2 | ||
| Salesforce Com Inc | 6.1 | ||
| Netflix Inc | 5.8 | ||
| Facebook Inc | 5.4 | ||
| United Technologies Corp /DE/ | 4.8 | ||
| Wal Mart Stores Inc | 4.7 | ||
| Tesla Motors Inc | 4.6 | ||
| VISA Inc | 4.3 | ||
| Costco Wholesale Corp /NEW | 3.8 | ||
| AbbVie Inc | 3.8 | ||
| International Business Machines Corp | 3.5 | ||
| Home Depot Inc | 3.5 | ||
| Bank of America Corp /DE/ | 3.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,191 | 262.5 |
| (b) Individuals (high net worth individuals) | 276 | 597.1 |
| (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 | 1 | 0.7 |
| (h) Charitable organizations | 5 | 3.3 |
| (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 | 17 | 16.7 |
| (n) Other | 0 | 0.0 |
| Total | 4,604 | 880.4 |
| By Discretionary | ||
| Discretionary | 4,604 | 880.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4,604 | 880.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 16.4 | |
| United States Persons | 864.0 | |
| Total | 4,604 | 880.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001845003] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Golden State Wealth Management LLC
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|
CA | 1.8 |
|
Golden State Equity Partners LLC
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|
CA | 0.9 |
|
Golden State Asset Management LLC
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|
CA | 0.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Granite FO LLC
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|
0.9 | |
|
Hutchinson Capital Management
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|
CA | 0.9 |
|
Basecamp Wealth Advisors LLC
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|
WA | 0.9 |
|
Spinnaker Investment Group LLC
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|
CA | 0.9 |
|
Adamsbrown Wealth Consultants LLC
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|
KS | 0.9 |
|
Glen Eagle Advisors LLC
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|
NJ | 0.9 |
|
Ameliora Wealth Management Ltd
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|
0.9 | |
|
The Clarus Group Inc
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|
TX | 0.9 |
|
Talon Private Wealth LLC
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|
FL | 0.9 |
|
Charles Pratt & Company LLC
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|
NY | 0.9 |