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| Happy Holidays!! thanks for using AUM13F!! |
| Golden State Wealth Management LLC
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|---|---|
| CRD # | 167995 |
| SEC # | 801-107445 |
| CIK # | 0001776033 |
| AUM | $1.8 B (2025-05-12) |
| Employees | 47 (100% Investors, 100% Brokers) |
| Phone | 866-273-1563 |
| Address | 201 E Sandpointe Avenue South Coast Metro, CA 92707 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 26.3 | ||
| Amazon Com Inc | 18.6 | ||
| Nvidia Corp | 17.9 | ||
| Microsoft Corp | 13.2 | ||
| Alphabet Inc | 11.5 | ||
| MicroStrategy Inc | 8.2 | ||
| Blackstone Group LP | 8.2 | ||
| Tesla Motors Inc | 7.0 | ||
| Facebook Inc | 6.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,329 | 426.8 |
| (b) Individuals (high net worth individuals) | 1,481 | 1,353.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 42 | 23.9 |
| (h) Charitable organizations | 11 | 7.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 25 | 23.5 |
| (n) Other | 0 | 0.0 |
| Total | 6,434 | 1,835.3 |
| By Discretionary | ||
| Discretionary | 6,434 | 1,835.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6,434 | 1,835.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,835.3 | |
| Total | 6,434 | 1,835.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001776033] | |
| 13F-NT | [0001776033] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Golden State Wealth Management LLC
✚
|
CA | 1.8 |
|
Golden State Equity Partners LLC
✚
|
CA | 0.9 |
|
Golden State Asset Management LLC
✚
|
CA | 0.6 |
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|---|---|---|
|
Private Wealth Asset Management LLC
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|
NE | 1.8 |
|
Balis Enterprises LLC
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|
1.8 | |
|
Traynor Capital Management Inc
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PA | 1.8 |
|
United Asset Strategies Inc
✚
|
NY | 1.8 |
|
The Investment Counsel Company of Nevada
✚
|
NV | 1.8 |
|
AMI Asset Management Corp
✚
|
CA | 1.8 |
|
Redhawk Wealth Advisors Inc
✚
|
MN | 1.8 |
|
Expand Financial LLC
✚
|
1.8 | |
|
Stonebridge Financial Group LLC
✚
|
PA | 1.8 |
|
LES Placements Louisbourg Inc Louisbourg Investments Inc
✚
|
1.8 |