|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Golden Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 299522 |
| SEC # | 801-117113 |
| CIK # | |
| AUM | $137.5 M (2025-03-20) |
| Employees | 4 (75% Investors, 75% Brokers) |
| Phone | 570-208-7050 |
| Address | 2 South Main Street Pittston, PA 18640 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 187 | 42.1 |
| (b) Individuals (high net worth individuals) | 32 | 88.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.6 |
| (i) State or municipal government entities | 0 | 1.7 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 4.4 |
| (n) Other | 0 | 0.0 |
| Total | 241 | 137.5 |
| By Discretionary | ||
| Discretionary | 241 | 137.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 241 | 137.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.7 | |
| United States Persons | 136.7 | |
| Total | 241 | 137.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
CLIO Asset Management LLC
✚
|
VA | 0.1 |
|
Greenway Financial LLC
✚
|
MI | 0.1 |
|
Grand Strategy Capital LLC
✚
|
VA | 0.1 |
|
Nollenberger McCullough Investment Advisors LLC
✚
|
CA | 0.1 |
|
Sophis Investments LLC
✚
|
NY | 0.1 |
|
Defined Financial Planning LLC
✚
|
CA | 0.1 |
|
Georgia Wealth Partners LLC
✚
|
GA | 0.1 |
|
Risk Management Group LLC
✚
|
MD | 0.1 |
|
Saxon Securities LLC
✚
|
CA | 0.1 |
|
Bellwether Investment Group LLC
✚
|
TN | 0.1 |