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| Golden State Wealth Management LLC
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|---|---|
| CRD # | 167995 |
| SEC # | 801-107445 |
| CIK # | 0001776033 |
| AUM | 2,215.9 M (2026-03-25) |
| Employees | 45 (100% Investors, 100% Brokers) |
| Phone | 866-273-1563 |
| Address | 254 E 2nd Street Powell, WY 82435 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Apple Inc | 31.0 | |
| Nvidia Corp | 20.5 | |
| Alphabet Inc | 18.9 | |
| Amazon Com Inc | 18.3 | |
| ETFS Silver Trust | 8.7 | |
| Microsoft Corp | 8.1 | |
| Tesla Motors Inc | 7.9 | |
| Blackstone Group LP | 5.8 | |
| United Technologies Corp /DE/ | 5.8 | |
| Broadcom Inc | 5.7 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,464 | 0.5 |
| (b) Individuals (high net worth individuals) | 1,655 | 1.7 |
| (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 | 33 | 0.0 |
| (h) Charitable organizations | 10 | 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 | 29 | 0.0 |
| (n) Other | 1 | 0.0 |
| Total | 7,029 | 2.2 |
| By Discretionary | ||
| Discretionary | 7,029 | 2.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 7,029 | 2.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.2 | |
| Total | 7,029 | 2.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001776033] | |
| 13F-NT | [0001776033] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Related Firms | State | AUM |
|---|---|---|
|
Golden State Wealth Management LLC
✚
|
WY | 2,215.9 M |
|
Golden State Asset Management LLC
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|
CA |
| Comparable Firms | State | AUM |
|---|---|---|
|
Koss-Olinger Consulting LLC
✚
|
FL | 2,228.9 M |
|
Heritage Investment Group Inc
✚
|
FL | 2,228.3 M |
|
Human Investing LLC
✚
|
OR | 2,224.2 M |
|
Wealthquest Corporation
✚
|
OH | 2,223.2 M |
|
Aristotle Atlantic Partners LLC
✚
|
FL | 2,222.1 M |
|
Riverfront Investment Group LLC
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|
VA | 2,221.3 M |
|
Detalus Advisors LLC
✚
|
MO | 2,220.4 M |
|
Smith Group Asset Management LLC
✚
|
TX | 2,213.8 M |
|
Grandfield & Dodd LLC
✚
|
NY | 2,213.3 M |
|
Advisors Asset Management Inc
✚
|
CO | 2,209.3 M |