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| Goldenstone Wealth Management LLC
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|---|---|
| CRD # | 310041 |
| SEC # | 801-129031 |
| CIK # | 0002109094 |
| AUM | 238.3 M (2026-02-20) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 916-799-6527 |
| Address | 5170 Golden Foothill Parkway El Dorado Hills, CA 95762 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (2/20/2026) [Brochure] |
|---|
Item 5
Additional Compensation
Andres Villegas, CFA does NOT receive any performance-based compensation or any economic
benefits to include sales awards and other prizes, or any bonus that is based, at least in part, on
the number or amount of sales, client referrals, or new accounts. |
| Account Minimums and Types of Clients — Form ADV Part 2A (2/20/2026) [Brochure] |
|---|
Item 7:
Types of Clients & Account Requirements
We expect to have the following types of clients:
• Individuals and High Net Worth Individuals;
• Institutional Clients;
• Trusts, Estates or Charitable Organizations;
• Profit Sharing and Retirement Plans;
• Corporations, Limited Liability Companies and/or Other Business Types
ADV Part 2A & Part 2B – Firm Brochure & Brochure Supplement
Goldenstone Wealth Management | Page 7
Our requirements for opening accounts or otherwise engaging us:
• We generally require a minimum household balance of $1,000,000. |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 6.7 | ||
| Microsoft Corp | 6.2 | ||
| Nvidia Corp | 5.4 | ||
| Alphabet Inc | 4.3 | ||
| Amazon Com Inc | 3.3 | ||
| Applied Materials Inc /DE | 3.1 | ||
| ASML Holding NV | 2.6 | ||
| Facebook Inc | 2.6 | ||
| Lam Research Corp | 2.2 | ||
| Broadcom Inc | 2.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 16 | 10.3 |
| (b) Individuals (high net worth individuals) | 55 | 167.1 |
| (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 | 6 | 60.9 |
| (h) Charitable organizations | 0 | 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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 236 | 238.3 |
| By Discretionary | ||
| Discretionary | 230 | 177.3 |
| Non-Discretionary | 6 | 60.9 |
| Total | 236 | 238.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 238.3 | |
| Total | 236 | 238.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002109094] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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