The GOLDEN K WEALTH MANAGEMENT is a privately held investment adviser that advises $179.44mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. GOLDEN K 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 15.24% over the last 5-years.
The Group has been registered with the SEC for 6.05 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 5950 CANOGA AVENUE SUITE 540, LOS ANGELES, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 6 employees comprised of 1 investment and 5 non-investment staff. The total number of Employees increased by 500% over the last 5-years.
Their $179.44mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 70 other accounts. Assets of Pension and Profit Sharing Plans-Private clients own $116.07mn or 64.68% of Total Assets and High Net Worth Individuals own $49.07mn or 27.35% of Total Assets.
The Group's top investment strategies include Real Estate, representing 100% of total assets, respectively.
They advise 4 types of clients, top clients are Pension and Profit Sharing Plans-Private and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $1.27mn in assets.
The Group discloses management fees.
GOLDEN K 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.