|
⚲
|
| Keyboard |
| Golden Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 299522 |
| SEC # | 801-117113 |
| CIK # | |
| AUM | 137.5 M (2025-09-30) |
| 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 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Landolt Securities Inc
✚
|
IL | 137.8 M |
|
Ashbay Capital LLC
✚
|
NY | 137.7 M |
|
FIEN Capital Management LLC
✚
|
NY | 137.7 M |
|
Korving & Company LLC
✚
|
VA | 137.5 M |
|
Vision Investment Advisors LLC
✚
|
CT | 137.4 M |
|
Keystone Wealth Management Inc
✚
|
IA | 137.4 M |
|
Global Brokerage Services Inc
✚
|
MD | 137.3 M |
|
Jaras Financial Services Inc
✚
|
137.2 M | |
|
Directional Asset Management LLC
✚
|
IL | 136.9 M |
|
ORBA Wealth Advisors LLC
✚
|
IL | 136.9 M |