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GOLDEN STATE WEALTH MANAGEMENT, LLC
CRD 167995File 801-107445
APPROVED
Retail clients
Filing as of Aug 4, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.22B
Top 25% of cohort (national)
Discretionary AUM
$2.22B
Clients
4,191
7,029 accounts
Employees
45
Top 10% of cohort in WY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Mar 21, 2016
- Principal office
- 254 E 2ND STREET, SUITE 2, POWELL, WY, 82435
- Phone
- 866.273.1563
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.22B
- Discretionary AUM
- $2.22B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 7,029
- Non-discretionary accounts
- 0
- Total accounts
- 7,029
- AUM per client
- $529K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 29 | $27.8M |
| Charitable organizations | 10 | $9.8M |
| High net worth individuals | 1,655 | $1.67B |
| Pension and profit sharing plans | 33 | $25.8M |
| Individuals (other than high net worth individuals) | 2,464 | $477.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — FINANCIAL PLANNING FEE
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 4,192 | 4,191 | decreased by1 |
| Apr 1, 2026 | Employees | 47 | 45 | decreased by2 |
| Apr 1, 2026 | Clients | 3,888 | 4,192 | increased by304 |
| Apr 1, 2026 | AUM | $1,835,285,996 | $2,215,873,193 | increased by$380,587,197 |
| Apr 1, 2026 | Accounts | 6,434 | 7,029 | increased by595 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 74 | 47 | decreased by27 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 3,160 | 3,888 | increased by728 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,548,686,598 | $1,835,285,996 | increased by$286,599,398 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 5,085 | 6,434 | increased by1,349 |
| Jul 1, 2022 | Employees | 76 | 74 | decreased by2 |
| Mar 1, 2022 | Employees | 59 | 76 | increased by17 |
| Mar 1, 2022 | Clients | 2,789 | 3,160 | increased by371 |
| Mar 1, 2022 | AUM | $1,082,830,486 | $1,548,686,598 | increased by$465,856,112 |
| Mar 1, 2022 | Accounts | 2,789 | 5,085 | increased by2,296 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “GOLDEN STATE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GOLDEN STATE” may also match similarly-named firms). Confirm identity against each filing.
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.