The GOLDEN STATE WEALTH MANAGEMENT is a privately held investment adviser that advises $4.58Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. GOLDEN STATE WEALTH MANAGEMENT is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 178.81% over the last 5-years.
The Group has been registered with the SEC for 10.37 years and is comprised of 5 filing and 0 relying advisers. They operate out of 51 office locations with their Headquarters at 254 E 2ND STREET SUITE 2, POWELL, WYOMING. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 105 employees comprised of 97 investment and 8 non-investment staff. The total number of Employees increased by 31.25% over the last 5-years.
Their $4.58Bn in assets advised are owned by 0 private funds, 1 public fund and BDCs and 206 other accounts. Assets of High Net Worth Individuals clients own $3.31Bn or 72.36% of Total Assets and Individuals own $1.04Bn or 22.81% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
GOLDEN STATE WEALTH MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.