GOLDEN K PLANS AND WEALTH MANAGEMENT A DBA OF GOLDEN K WEALTH MG

Legal name: GOLDEN K WEALTH MANAGEMENT, LLC

CRD 156588File 801-119036

APPROVED

Retail clients

Custody

Filing as of Apr 1, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$179.4M

Bottom 25% of cohort (national)

Discretionary AUM

$111.2M

Non-discretionary $68.2M

Clients

125

202 accounts

Employees

Bottom 25% of cohort in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Jul 15, 2020
Principal office: 5950 CANOGA AVENUE, SUITE 540, WOODLAND HILLS, CA, 91367
Phone: 818-587-4455
Website: HTTPS://WWW.GOLDENKPLANS.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $179.4M
Discretionary AUM: $111.2M
Non-discretionary AUM: $68.2M
Discretionary accounts: 182
Non-discretionary accounts: 20
Total accounts: 202
AUM per client: $1.4M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	10	$49.1M
Pension and profit sharing plans	70	$116.1M
Individuals (other than high net worth individuals)	45	$13.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: Yes
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 17, 2026	Clients	126	125
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.